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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,928 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES Service code 15 PO BOX 24628 · KNOXVILLE, TN 37933 | Recordkeeping | $5,250 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS RPA Service code 27 1000 HARBOR BLVD FL 9TH · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $3,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,363 | $29,546-68.3% | $56,441-83.4% | $77,671-87.9% |
| Participation rate | 30.4% | 32.7%-2.3pp | 52.5%-22.1pp | 70.6%-40.2pp |
| Annual return | 12.94% | 19.01%-6.1pp | 1704.21%-1691.3pp | 31.21%-18.3pp |
| Employer contribution / active EE | $654 | $568+15.1% | $1,039-37.1% | $2,726-76.0% |
| Participant deferral / active EE | $918 | $1,061-13.4% | $1,953-53.0% | $4,648-80.2% |
| Admin fee / account holder | $197 | $1,046-81.1% | $2,829-93.0% | $430-54.1% |