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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $4,180 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 06-0874394 127 WASHINGTON AVENUE · NORTH HAVEN, CT 064731715 | Recordkeeping | $3,186 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,445 | $58,888-51.7% | $178,499-84.1% | $73,493-61.3% |
| Participation rate | 38.3% | 66.2%-28.0pp | 81.9%-43.7pp | 70.7%-32.4pp |
| Annual return | 9.19% | 24.86%-15.7pp | 151.10%-141.9pp | 28.51%-19.3pp |
| Employer contribution / active EE | $140 | $2,236-93.7% | $5,011-97.2% | $2,270-93.8% |
| Participant deferral / active EE | $679 | $2,568-73.6% | $5,202-86.9% | $3,740-81.8% |
| Admin fee / account holder | $125 | $400-68.8% | $13,986-99.1% | $513-75.7% |