Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,782 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $16,208 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Recordkeeping | $7,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $51,620-100.0% | $90,300-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 68.6%-68.6pp | 73.3%-73.3pp | 70.2%-70.2pp |
| Annual return | 4.56% | 24.94%-20.4pp | 78.11%-73.6pp | 29.38%-24.8pp |
| Employer contribution / active EE | $1,376 | $2,235-38.4% | $2,854-51.8% | $2,177-36.8% |
| Participant deferral / active EE | $2,002 | $2,871-30.3% | $3,884-48.5% | $3,514-43.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,353-100.0% | $847-100.0% |