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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,067 |
Service code 15 · EIN 20-5923747 | Recordkeeping | $3,514 |
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $2,522 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,328 | $64,909-68.7% | $82,312-75.3% | $62,293-67.4% |
| Participation rate | 89.5% | 74.9%+14.7pp | 76.9%+12.6pp | 69.5%+20.0pp |
| Annual return | 19.11% | 21.18%-2.1pp | 25.88%-6.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,505 | $1,676-10.2% | $2,428-38.0% | $2,042-26.3% |
| Participant deferral / active EE | $3,059 | $3,103-1.4% | $3,706-17.5% | $3,169-3.5% |
| Admin fee / account holder | $128 | $440-70.9% | $5,608-97.7% | $479-73.3% |