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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $14,628 |
STADION MONEY MANAGEMENT4 years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $7,271 |
THE BENEFIT PRACTICE4 years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Recordkeeping | $750 |
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).
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 | $32,332 | $88,122-63.3% | $141,162-77.1% | $67,579-52.2% |
| Participation rate | 33.5% | 76.5%-43.0pp | 82.5%-49.0pp | 71.3%-37.8pp |
| Annual return | 28.80% | 75.40%-46.6pp | 71.39%-42.6pp | 378.56%-349.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,153 | $5,958-47.1% | $6,709-53.0% | $3,539-10.9% |
| Admin fee / account holder | $176 | $131+34.1% | $10,261-98.3% | $142+23.4% |