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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 71 1300 S CLINTON STREET · FORT WAYNE, IN 46802 | Brokerage Fees | $6,364 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,012 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERV Service code 17 · EIN 15-0405820 BPAS TPA SERVICES · SYRACUSE, NY 13204 | Pension Consulting | $1,480 |
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.
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 | $8,073 | $47,977-83.2% | $154,111-94.8% | $56,287-85.7% |
| Participation rate | 68.3% | 66.2%+2.1pp | 83.0%-14.7pp | 69.9%-1.5pp |
| Annual return | -8.79% | 3.54%-12.3pp | 735.18%-744.0pp | -9.96%+1.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,663 | $2,392-30.5% | $5,081-67.3% | $3,350-50.4% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |