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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $88,183 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 16 · EIN 39-0859910 | Consulting | $16,500 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $9,608 |
SMITH & DOWNEY1 year Service code 16 · EIN 52-1839270 | Consulting | $5,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,342 | $79,151-79.4% | $60,906-73.2% | $64,819-74.8% |
| Participation rate | 66.8% | 77.7%-10.9pp | 73.1%-6.3pp | 71.5%-4.6pp |
| Annual return | -15.54% | -7.12%-8.4pp | 16.94%-32.5pp | 32.84%-48.4pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,703-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,945 | $3,727-47.8% | $3,814-49.0% | $4,311-54.9% |
| Admin fee / account holder | $198 | $106+87.7% | $3,227-93.9% | $188+5.6% |