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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $37,156 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,291 |
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 | $37,039 | $69,383-46.6% | $101,275-63.4% | $73,497-49.6% |
| Participation rate | 90.9% | 68.4%+22.5pp | 75.8%+15.1pp | 70.7%+20.2pp |
| Annual return | 3.30% | 18.46%-15.2pp | 46.48%-43.2pp | 28.51%-25.2pp |
| Employer contribution / active EE | $3,147 | $2,628+19.7% | $3,660-14.0% | $2,270+38.6% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $312 | $704-55.7% | $5,948-94.8% | $513-39.2% |