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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $9,735 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $3,927 |
THE BENEFIT PRACTICE2 years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
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 | $29,190 | $80,753-63.9% | $136,298-78.6% | $62,293-53.1% |
| Participation rate | 32.6% | 73.5%-40.9pp | 81.9%-49.3pp | 69.5%-36.9pp |
| Annual return | 21.01% | 35.83%-14.8pp | 5156.27%-5135.3pp | 28.90%-7.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,724 | $5,164-47.3% | $6,247-56.4% | $3,169-14.0% |
| Admin fee / account holder | $172 | $525-67.2% | $9,244-98.1% | $479-64.0% |