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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,914 |
STADION MONEY MANAGEMENT6 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $23,696 |
Filed as: PINNACLE PLAN DESIGN LLC Service code 15 · EIN 20-3970947 | Recordkeeping | $5,761 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,569 | $89,753-69.3% | $107,525-74.4% | $84,808-67.5% |
| Participation rate | 98.9% | 68.1%+30.9pp | 75.1%+23.8pp | 68.3%+30.6pp |
| Annual return | 12.30% | 29.48%-17.2pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,054 | $3,113-34.0% | $3,754-45.3% | $2,631-21.9% |
| Participant deferral / active EE | $4,187 | $4,056+3.2% | $5,116-18.2% | $4,212-0.6% |
| Admin fee / account holder | $370 | $7,222-94.9% | $8,919-95.9% | $7,344-95.0% |