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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $11,156 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,820 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,203 | $57,384-52.6% | $106,387-74.4% | $56,287-51.7% |
| Participation rate | 71.6% | 71.3%+0.2pp | 77.5%-5.9pp | 69.9%+1.7pp |
| Annual return | -5.29% | 5.91%-11.2pp | 0.25%-5.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,140 | $2,348-51.4% | $3,520-67.6% | $2,111-46.0% |
| Participant deferral / active EE | $2,089 | $3,799-45.0% | $5,421-61.5% | $3,350-37.6% |
| Admin fee / account holder | $367 | $566-35.2% | $7,510-95.1% | $521-29.6% |