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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $39,165 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $25,776 |
Filed as: PENSIONMARK FINANCIAL S. SANSONE Service code 27 24 E COTA ST. STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $17,527 |
Service code 15 · EIN 93-0998477 1193 ROYVONNE STE. 22 · SALEM, OR 97302 | Recordkeeping | $7,296 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,840 | $91,517-54.3% | $101,264-58.7% | $73,412-43.0% |
| Participation rate | 33.6% | 73.8%-40.2pp | 75.8%-42.2pp | 72.2%-38.6pp |
| Annual return | 11.58% | 17.17%-5.6pp | 46.48%-34.9pp | 59.30%-47.7pp |
| Employer contribution / active EE | $619 | $2,877-78.5% | $3,660-83.1% | $2,234-72.3% |
| Participant deferral / active EE | $1,729 | $3,338-48.2% | $4,370-60.4% | $3,806-54.6% |
| Admin fee / account holder | $494 | $216+128.7% | $5,947-91.7% | $158+212.7% |