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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,452 |
STADION MONEY MANAGEMENT1+ years Service code 15 · EIN 58-2099805 | Recordkeeping | $1,182 |
TRUSTMARK NATIONAL BANK1+ years Service code 12 248 EAST CAPITOL STREET · JACKSON, MS 39201 | Recordkeeping and information managem... | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,887 | $46,360-78.7% | $147,617-93.3% | $52,331-81.1% |
| Participation rate | 41.1% | 64.9%-23.8pp | 84.6%-43.5pp | 68.1%-27.0pp |
| Annual return | -4.75% | 1.62%-6.4pp | 61.98%-66.7pp | 4.54%-9.3pp |
| Employer contribution / active EE | $520 | $2,126-75.5% | $5,564-90.7% | $1,882-72.4% |
| Participant deferral / active EE | $758 | $2,258-66.4% | $4,895-84.5% | $3,022-74.9% |
| Admin fee / account holder | $145 | $766-81.1% | $11,612-98.8% | $592-75.6% |