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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,921,572 |
NPPG2 years Filed as: NPPG PLAN PROFESSIONALS Service code 15 494 SYCAMORE AVE · SHREWSBURY, NJ 077024217 | Recordkeeping | $502,982 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $65,700 |
CARSON ADVISORY INC1 year Filed as: CARSON WALTH-DEDUCT/RYAN WITTMAN Service code 27 14600 BRANCH STREET · OMANA, NE 68154 | Advisory (Plan) | $32,833 |
Filed as: IHT WEALTH MANAGEMENT/PAUL ETRA/RAN Service code 27 123 N WACKER DR STE 2300 · CHICAGO, IL 606061872 | Advisory (Plan) | $28,894 |
HAYS COMPANIES1 year Filed as: HAYS FINANCIAL GROUP (ACH)/BRIAN WH Service code 27 80 S 8TH STREET SUITE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $27,684 |
Service code 27 · EIN 04-3267557 | Advisory (Plan) | $24,032 |
Service code 27 7040 NORTH MARKS SUITE 111 · FRESNO, CA 93711 | Advisory (Plan) | $21,061 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RP-RPCP Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $20,000 |
ELEMENT WEALTH LLC2 years Service code 27 800 WOODLANDS PKWY STE 201 · RIDGELAND, MS 39157 | Advisory (Plan) | $16,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,753 | $42,127-5.6% | $85,240-53.4% | $106,553-62.7% |
| Participation rate | 36.1% | 36.6%-0.5pp | 67.5%-31.5pp | 69.8%-33.8pp |
| Annual return | 31.99% | 36.21%-4.2pp | 66.75%-34.8pp | 17.37%+14.6pp |
| Employer contribution / active EE | $604 | $825-26.7% | $2,735-77.9% | $3,359-82.0% |
| Participant deferral / active EE | $1,643 | $2,066-20.4% | $4,527-63.7% | $5,562-70.5% |
| Admin fee / account holder | $311 | $114+173.6% | $6,165-95.0% | $80+289.9% |