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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $11,750 |
TRIAD ADVISORS INC1+ years Service code 27 · EIN 65-0173164 | Advisory (Plan) | $7,041 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,916 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,597 | $39,245-1.7% | $64,105-39.8% | $52,331-26.2% |
| Participation rate | 62.6% | 58.2%+4.4pp | 68.2%-5.5pp | 68.1%-5.5pp |
| Annual return | -0.26% | 14.79%-15.0pp | 791.24%-791.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $721 | $736-2.0% | $1,820-60.4% | $1,882-61.7% |
| Participant deferral / active EE | $2,132 | $1,992+7.0% | $2,822-24.5% | $3,022-29.5% |
| Admin fee / account holder | $202 | $592-65.9% | $4,499-95.5% | $592-65.8% |