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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $4,747 |
PENSION ASSURANCE LLP8+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 06-0874394 127 WASHINGTON AVENUE · NORTH HAVEN, CT 064731715 | Recordkeeping | $2,921 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,212 | $77,901-77.9% | $149,717-88.5% | $75,181-77.1% |
| Participation rate | 80.2% | 65.6%+14.6pp | 78.8%+1.4pp | 67.2%+13.0pp |
| Annual return | 12.75% | 31.73%-19.0pp | 134.41%-121.7pp | 160.69%-147.9pp |
| Employer contribution / active EE | $3,564 | $3,137+13.6% | $4,820-26.0% | $2,671+33.5% |
| Participant deferral / active EE | $2,066 | $3,411-39.4% | $5,682-63.6% | $4,126-49.9% |
| Admin fee / account holder | $70 | $5,949-98.8% | $13,213-99.5% | $5,650-98.8% |