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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,616 |
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $9,136 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,958 | $50,898-25.4% | $171,082-77.8% | $55,167-31.2% |
| Participation rate | 51.4% | 63.3%-11.8pp | 76.7%-25.3pp | 69.0%-17.6pp |
| Annual return | 4.19% | 15.34%-11.2pp | 32.56%-28.4pp | 169.23%-165.0pp |
| Employer contribution / active EE | $661 | $1,433-53.9% | $4,002-83.5% | $1,963-66.3% |
| Participant deferral / active EE | $1,351 | $2,994-54.9% | $4,797-71.8% | $3,054-55.8% |
| Admin fee / account holder | $414 | $500-17.1% | $8,520-95.1% | $504-17.9% |