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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $22,159 |
THE RETIREMENT ADVANTAGE INC8 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Recordkeeping | $10,737 |
STADION MONEY MANAGEMENT7 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $8,855 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,789 | $88,815-78.8% | $81,882-77.1% | $145,897-87.1% |
| Participation rate | 78.6% | 75.1%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 10.14% | 1033.75%-1023.6pp | 779.47%-769.3pp | 552.29%-542.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,465 | $4,647-68.5% | $4,323-66.1% | $6,689-78.1% |
| Admin fee / account holder | $319 | $8,434-96.2% | $7,360-95.7% | $13,390-97.6% |