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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $288,136 |
ACG ASSOCIATES, INC.2+ years Service code 10 · EIN 06-1093852 234 MAIN STREET · NEW HARTFORD, CT 06057 | Accounting | $29,145 |
Service code 10 · EIN 06-1303845 4 CORPORATE DRIVE, STE 488 · SHELTON, CT 06484 | Accounting | $17,000 |
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.
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.
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 | $19,887 | $48,835-59.3% | $170,435-88.3% | $177,276-88.8% |
| Participation rate | 29.8% | 72.1%-42.3pp | 83.6%-53.8pp | 74.8%-45.1pp |
| Annual return | 10.56% | 19.44%-8.9pp | 205.94%-195.4pp | 21.25%-10.7pp |
| Employer contribution / active EE | $130 | $1,798-92.8% | $5,432-97.6% | $2,479-94.8% |
| Participant deferral / active EE | $715 | $2,757-74.1% | $4,939-85.5% | $3,881-81.6% |
| Admin fee / account holder | $97 | $52+86.3% | $13,881-99.3% | $154-37.2% |