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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $11,914 |
STADION MONEY MANAGEMENT3 years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $5,514 |
THE BENEFIT PRACTICE3 years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Recordkeeping | $425 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,357 | $73,102-63.9% | $123,553-78.7% | $56,289-53.2% |
| Participation rate | 31.6% | 74.3%-42.8pp | 82.3%-50.7pp | 69.9%-38.3pp |
| Annual return | 2.12% | 3.01%-0.9pp | 119.21%-117.1pp | -9.96%+12.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,756 | $5,423-49.2% | $6,426-57.1% | $3,350-17.7% |
| Admin fee / account holder | $165 | $554-70.1% | $9,284-98.2% | $521-68.3% |