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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,568 |
Filed as: ALPHA PENSION GROUP INC. Service code 27 · EIN 26-2219855 | Advisory (Plan) | $12,000 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,405 | $52,293-68.6% | $178,499-90.8% | $73,412-77.7% |
| Participation rate | 35.9% | 65.3%-29.5pp | 81.9%-46.1pp | 72.2%-36.3pp |
| Annual return | 4.62% | 34.75%-30.1pp | 151.10%-146.5pp | 59.30%-54.7pp |
| Employer contribution / active EE | $8 | $1,735-99.6% | $5,011-99.8% | $2,234-99.7% |
| Participant deferral / active EE | $787 | $2,332-66.2% | $5,202-84.9% | $3,806-79.3% |
| Admin fee / account holder | $144 | $127+13.1% | $13,986-99.0% | $158-8.8% |