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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,279 |
3G RETIREMENT SERVICES, LLC2 years Service code 15 · EIN 27-4433997 | Recordkeeping | $2,156 |
STADION MONEY MANAGEMENT2 years Filed as: STADION Service code 26 · EIN 58-2099805 | Advisory (Participants) | $2,044 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,237 | $91,019-74.5% | $392,568-94.1% | $72,975-68.2% |
| Participation rate | 75.8% | 74.4%+1.4pp | 78.1%-2.3pp | 69.5%+6.3pp |
| Annual return | 18.59% | 20.00%-1.4pp | 24.42%-5.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $882 | $2,751-67.9% | $3,783-76.7% | $2,440-63.8% |
| Participant deferral / active EE | $1,158 | $4,570-74.7% | $5,985-80.7% | $3,608-67.9% |
| Admin fee / account holder | $229 | $4,895-95.3% | $6,260-96.3% | $5,124-95.5% |