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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,551 |
VALMARK ADVISERS INC2 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $23,324 |
BERRY DUNN1 year Filed as: BERRY, DUNN MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $9,220 |
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.
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 | $36,209 | $52,293-30.8% | $178,503-79.7% | $73,412-50.7% |
| Participation rate | 58.2% | 65.3%-7.2pp | 81.9%-23.8pp | 72.2%-14.0pp |
| Annual return | 5.02% | 34.75%-29.7pp | 151.12%-146.1pp | 59.30%-54.3pp |
| Employer contribution / active EE | $541 | $1,736-68.9% | $5,011-89.2% | $2,234-75.8% |
| Participant deferral / active EE | $1,445 | $2,333-38.1% | $5,202-72.2% | $3,806-62.0% |
| Admin fee / account holder | $90 | $127-29.7% | $13,987-99.4% | $158-43.3% |