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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $12,787 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,984 |
AVINTUS1+ years Service code 15 · EIN 04-3682160 | Recordkeeping | $1,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,215 | $33,745-34.2% | $64,105-65.3% | $55,191-59.7% |
| Participation rate | 37.6% | 59.4%-21.7pp | 68.2%-30.5pp | 69.2%-31.5pp |
| Annual return | -3.81% | 4.95%-8.8pp | 791.24%-795.0pp | 10.78%-14.6pp |
| Employer contribution / active EE | $49 | $641-92.4% | $1,820-97.3% | $1,899-97.4% |
| Participant deferral / active EE | $1,122 | $1,929-41.8% | $2,822-60.2% | $3,046-63.2% |
| Admin fee / account holder | $182 | $94+93.3% | $4,499-95.9% | $91+100.9% |