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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,612 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 75 SOCKANOSSET CROSSROADS · CRAMSTON, RI 02920 | Other Services | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,587 | $65,083-89.9% | $143,788-95.4% | $66,930-90.2% |
| Participation rate | 47.6% | 65.2%-17.6pp | 80.3%-32.7pp | 69.8%-22.2pp |
| Annual return | -23.39% | -11.13%-12.3pp | -0.03%-23.4pp | 1.57%-25.0pp |
| Employer contribution / active EE | $971 | $2,361-58.9% | $4,952-80.4% | $2,545-61.8% |
| Participant deferral / active EE | $1,497 | $2,920-48.7% | $5,638-73.4% | $4,238-64.7% |
| Admin fee / account holder | $30 | $502-94.1% | $14,675-99.8% | $593-95.0% |