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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,890 |
Service code 27 211 W EDGEWOOD STE 300 · FRIENDSWOOD, TX 77546 | Advisory (Plan) | $5,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,047 | $41,151-85.3% | $80,648-92.5% | $71,529-91.5% |
| Participation rate | 43.8% | 50.2%-6.4pp | 67.0%-23.2pp | 67.9%-24.1pp |
| Annual return | 19.12% | 38.49%-19.4pp | 937.21%-918.1pp | 28.97%-9.8pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,113 | $2,700-58.8% | $4,443-75.0% | $4,291-74.1% |
| Admin fee / account holder | $97 | $1,842-94.7% | $5,382-98.2% | $1,588-93.9% |