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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL Service code 13 · EIN 35-1140070 | Contract Administrator | $13,716 |
STADION MONEY MANAGEMENT1+ years Service code 15 · EIN 58-2099805 | Recordkeeping | $6,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,244 | $47,969-16.1% | $85,969-53.2% | $52,331-23.1% |
| Participation rate | 40.7% | 61.7%-21.0pp | 76.5%-35.8pp | 68.1%-27.4pp |
| Annual return | -3.17% | -0.13%-3.0pp | 9.32%-12.5pp | 4.54%-7.7pp |
| Employer contribution / active EE | $1,237 | $1,460-15.2% | $3,474-64.4% | $1,882-34.2% |
| Participant deferral / active EE | $2,281 | $2,110+8.1% | $3,829-40.4% | $3,022-24.5% |
| Admin fee / account holder | $335 | $530-36.7% | $6,053-94.5% | $592-43.3% |