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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,809 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE INC Service code 15 | Recordkeeping | $3,088 |
TPA CORPORATION1 year Filed as: TPA AT TIME OF FEE WITHDRAWL Service code 15 | Recordkeeping | $955 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,563 | $55,423-59.3% | $155,602-85.5% | $74,400-69.7% |
| Participation rate | 78.4% | 61.9%+16.5pp | 78.2%+0.2pp | 67.2%+11.2pp |
| Annual return | 21.87% | 269.07%-247.2pp | 64.81%-42.9pp | 1367.51%-1345.6pp |
| Employer contribution / active EE | $3,581 | $2,266+58.0% | $4,675-23.4% | $2,624+36.4% |
| Participant deferral / active EE | $2,289 | $2,835-19.2% | $5,629-59.3% | $4,348-47.3% |
| Admin fee / account holder | $75 | $1,744-95.7% | $15,923-99.5% | $1,944-96.1% |