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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 46801 | Contract Administrator | $16,820 |
Filed as: PROFESSIONAL PENSION PLANERS, INC. Service code 15 · EIN 13-3516644 1053 SAW MILL RIVER ROAD SUITE 204 · ARDSLEY, NY 10502 | Recordkeeping | $2,413 |
RETIREWELL ADMINISTRATORS3 years Filed as: RETIREWELL ADMINISTRATORS LLC Service code 15 · EIN 46-2684976 1002 LINCOLN DRIVE WEST, SUITE H · MARLTON, NJ 08053 | Recordkeeping | $764 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,130 | $43,504+148.6% | $68,612+57.6% | $56,289+92.1% |
| Participation rate | 8.9% | 67.8%-59.0pp | 72.2%-63.4pp | 69.9%-61.0pp |
| Annual return | -5.83% | -3.15%-2.7pp | -4.63%-1.2pp | -9.96%+4.1pp |
| Employer contribution / active EE | $342 | $1,525-77.6% | $2,625-87.0% | $2,111-83.8% |
| Participant deferral / active EE | $614 | $2,509-75.5% | $3,311-81.4% | $3,350-81.7% |
| Admin fee / account holder | $862 | $515+67.4% | $5,131-83.2% | $521+65.5% |