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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPOORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $12,896 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $8,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $54,779 | $52,639+4.1% | $185,117-70.4% | $62,293-12.1% |
| Participation rate | 36.7% | 63.9%-27.2pp | 77.3%-40.6pp | 69.5%-32.8pp |
| Annual return | 14.27% | 19.57%-5.3pp | 40.50%-26.2pp | 28.90%-14.6pp |
| Employer contribution / active EE | $407 | $1,483-72.6% | $4,182-90.3% | $2,042-80.1% |
| Participant deferral / active EE | $2,530 | $3,097-18.3% | $5,045-49.9% | $3,169-20.2% |
| Admin fee / account holder | $379 | $374+1.5% | $8,159-95.4% | $479-20.9% |