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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,406 |
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $10,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $55,453-100.0% | $170,435-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 16.48% | 21.38%-4.9pp | 205.94%-189.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,407 | $2,164-35.0% | $5,432-74.1% | $2,042-31.1% |
| Participant deferral / active EE | $1,763 | $2,303-23.4% | $4,939-64.3% | $3,169-44.4% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |