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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $72,047 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $69,700 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 20-1409613 | Advisory (Plan) | $23,148 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,541 | $95,388-91.0% | $125,339-93.2% | $77,904-89.0% |
| Participation rate | 58.9% | 78.6%-19.7pp | 82.4%-23.5pp | 73.7%-14.8pp |
| Annual return | -9.42% | 116.19%-125.6pp | 572.05%-581.5pp | 12.21%-21.6pp |
| Employer contribution / active EE | $510 | $3,666-86.1% | $4,814-89.4% | $2,848-82.1% |
| Participant deferral / active EE | $3,262 | $7,711-57.7% | $7,446-56.2% | $4,806-32.1% |
| Admin fee / account holder | $38 | $119-68.0% | $10,010-99.6% | $133-71.3% |