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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,218 |
STADION MONEY MANAGEMENT1+ years Filed as: STADION MONEY MARKET Service code 26 · EIN 58-2099805 | Advisory (Participants) | $7,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,795 | $47,078-30.3% | $100,671-67.4% | $55,191-40.6% |
| Participation rate | 50.7% | 58.0%-7.3pp | 70.7%-20.0pp | 69.2%-18.4pp |
| Annual return | -3.41% | 0.65%-4.1pp | 20.43%-23.8pp | 10.78%-14.2pp |
| Employer contribution / active EE | $370 | $1,065-65.2% | $4,012-90.8% | $1,899-80.5% |
| Participant deferral / active EE | $533 | $2,038-73.9% | $3,144-83.1% | $3,046-82.5% |
| Admin fee / account holder | $149 | $153-2.7% | $4,850-96.9% | $91+64.3% |