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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL FINANCIAL CORP Service code 13 · EIN 34-1140070 | Contract Administrator | $23,238 |
LOREN D. STARK COMPANY2 years Service code 15 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Recordkeeping | $2,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
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 | $12,703 | $56,443-77.5% | $83,831-84.8% | $55,725-77.2% |
| Participation rate | 50.7% | 72.0%-21.3pp | 76.1%-25.4pp | 70.9%-20.1pp |
| Annual return | -3.07% | 393.67%-396.7pp | 850.99%-854.1pp | 244.93%-248.0pp |
| Employer contribution / active EE | $625 | $2,682-76.7% | $3,631-82.8% | $2,078-69.9% |
| Participant deferral / active EE | $1,597 | $2,965-46.1% | $4,082-60.9% | $3,356-52.4% |
| Admin fee / account holder | $131 | $156-16.1% | $5,479-97.6% | $115+13.8% |