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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $79,241 |
MMA SECURITIES LLC2+ years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 10 · EIN 26-3237576 | Accounting | $17,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,333 | $36,916-42.2% | $156,551-86.4% | $57,658-63.0% |
| Participation rate | 48.9% | 63.4%-14.5pp | 84.0%-35.1pp | 70.2%-21.3pp |
| Annual return | 6.37% | 12.38%-6.0pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $257 | $1,571-83.6% | $5,501-95.3% | $1,974-87.0% |
| Participant deferral / active EE | $1,839 | $1,926-4.5% | $4,871-62.2% | $3,061-39.9% |
| Admin fee / account holder | $275 | $82+233.3% | $13,028-97.9% | $95+190.8% |