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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,530 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $171 |
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.
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 | $15,026 | $62,928-76.1% | $172,752-91.3% | $67,579-77.8% |
| Participation rate | 40.8% | 64.5%-23.6pp | 82.6%-41.8pp | 71.3%-30.4pp |
| Annual return | 5.27% | 30.36%-25.1pp | 802.97%-797.7pp | 378.56%-373.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $767 | $2,145-64.2% | $5,198-85.2% | $3,539-78.3% |
| Admin fee / account holder | $130 | $167-21.7% | $13,955-99.1% | $142-8.3% |