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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $21,652 |
COMPASS 360, LLC1 year Filed as: COMPASS 360 LLC Service code 15 · EIN 81-1939215 118 PORTSMOUTH AVE · STRATHAM, NH 038852487 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,117 | $73,404-12.7% | $87,104-26.4% | $67,579-5.1% |
| Participation rate | 28.6% | 80.9%-52.3pp | 76.9%-48.3pp | 71.3%-42.7pp |
| Annual return | 160.50% | 48.29%+112.2pp | 28.19%+132.3pp | 378.56%-218.1pp |
| Employer contribution / active EE | $167 | $2,014-91.7% | $2,521-93.4% | $2,148-92.2% |
| Participant deferral / active EE | $1,281 | $3,913-67.2% | $4,048-68.3% | $3,539-63.8% |
| Admin fee / account holder | $189 | $142+33.5% | $7,491-97.5% | $142+32.9% |