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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $253,859 |
ACG ASSOCIATES, INC.1+ years Service code 10 · EIN 06-1093852 234 MAIN STREET · NEW HARTFORD, CT 06057 | Accounting | $26,224 |
Service code 10 · EIN 06-1303845 4 CORPORATE DRIVE, STE 488 · SHELTON, CT 06484 | Accounting | $16,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,715 | $43,110-58.9% | $156,551-88.7% | $65,292-72.9% |
| Participation rate | 31.0% | 69.3%-38.3pp | 84.0%-53.0pp | 72.4%-41.4pp |
| Annual return | 12.45% | 11.24%+1.2pp | 32.23%-19.8pp | 11.84%+0.6pp |
| Employer contribution / active EE | $118 | $1,702-93.1% | $5,501-97.9% | $2,302-94.9% |
| Participant deferral / active EE | $695 | $2,520-72.4% | $4,871-85.7% | $3,579-80.6% |
| Admin fee / account holder | $87 | $47+83.9% | $13,028-99.3% | $57+51.4% |