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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $8,084 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $6,769 |
NOVA 401(K) ASSOCIATES1+ years Service code 15 · EIN 20-1181458 | Recordkeeping | $360 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $114 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,249 | $46,360-49.9% | $147,617-84.3% | $52,331-55.6% |
| Participation rate | 66.1% | 64.9%+1.2pp | 84.6%-18.5pp | 68.1%-2.0pp |
| Annual return | -2.65% | 1.62%-4.3pp | 61.98%-64.6pp | 4.54%-7.2pp |
| Employer contribution / active EE | $509 | $2,126-76.1% | $5,564-90.9% | $1,882-72.9% |
| Participant deferral / active EE | $2,077 | $2,258-8.0% | $4,895-57.6% | $3,022-31.3% |
| Admin fee / account holder | $293 | $766-61.7% | $11,612-97.5% | $592-50.4% |