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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $11,723 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $605 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,660 | $47,126-24.3% | $149,673-76.2% | $74,419-52.1% |
| Participation rate | 73.1% | 63.4%+9.7pp | 78.8%-5.7pp | 70.7%+2.4pp |
| Annual return | 11.08% | 22.75%-11.7pp | 134.42%-123.3pp | 34.38%-23.3pp |
| Employer contribution / active EE | $935 | $1,905-50.9% | $4,818-80.6% | $2,637-64.5% |
| Participant deferral / active EE | $3,793 | $2,728+39.1% | $5,680-33.2% | $4,528-16.2% |
| Admin fee / account holder | $28 | $343-91.7% | $13,210-99.8% | $348-91.9% |