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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT8+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $36,130 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,781 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,676 | $76,696-48.3% | $96,538-58.9% | $71,529-44.5% |
| Participation rate | 74.8% | 66.6%+8.2pp | 74.3%+0.4pp | 67.9%+6.8pp |
| Annual return | -5.03% | 48.32%-53.4pp | 35.74%-40.8pp | 28.97%-34.0pp |
| Employer contribution / active EE | $3,604 | $3,032+18.9% | $3,740-3.7% | $2,590+39.1% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $342 | $2,030-83.1% | $6,737-94.9% | $1,588-78.4% |