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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $46,371 |
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $16,076 |
Filed as: PINACLE FINANCIAL Service code 15 · EIN 59-2438373 | Recordkeeping | $4,378 |
Service code 13 · EIN 11-2931438 | Contract Administrator | $1,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,386 | $70,002+0.5% | $115,038-38.8% | $52,331+34.5% |
| Participation rate | 57.5% | 72.1%-14.6pp | 81.4%-23.9pp | 68.1%-10.6pp |
| Annual return | -0.43% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $855 | $2,715-68.5% | $4,608-81.4% | $1,882-54.5% |
| Participant deferral / active EE | $3,828 | $4,920-22.2% | $6,026-36.5% | $3,022+26.7% |
| Admin fee / account holder | $365 | $566-35.5% | $8,175-95.5% | $592-38.3% |