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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $21,775 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 PO BOX 2248 · FORT WAYNE, IN 46801 | Contract Administrator | $8,829 |
ASCENSUS LLC1+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 213 WEST MAPLEWOOD LANE · NASHVILLE, TN 37207 | Recordkeeping | $1,200 |
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $43,911 | $54,320-19.2% | $67,653-35.1% | $52,331-16.1% |
| Participation rate | 35.7% | 73.6%-37.9pp | 75.7%-40.0pp | 68.1%-32.4pp |
| Annual return | -5.50% | 6.81%-12.3pp | 6625.22%-6630.7pp | 4.54%-10.0pp |
| Employer contribution / active EE | $811 | $1,544-47.5% | $2,266-64.2% | $1,882-56.9% |
| Participant deferral / active EE | $1,237 | $2,950-58.1% | $3,560-65.2% | $3,022-59.1% |
| Admin fee / account holder | $753 | $527+42.9% | $4,821-84.4% | $592+27.2% |