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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN NATIONAL CORPOORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $13,631 |
STADION MONEY MANAGEMENT4 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $11,850 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,691 | $72,012-8.8% | $185,823-64.6% | $79,858-17.7% |
| Participation rate | 44.1% | 65.8%-21.7pp | 78.0%-34.0pp | 69.6%-25.6pp |
| Annual return | 11.28% | 23.12%-11.8pp | 35.95%-24.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $501 | $1,965-74.5% | $4,087-87.7% | $2,471-79.7% |
| Participant deferral / active EE | $5,159 | $3,779+36.5% | $5,632-8.4% | $3,740+37.9% |
| Admin fee / account holder | $404 | $4,513-91.0% | $9,500-95.7% | $5,306-92.4% |