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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,348 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 | Contract Administrator | $11,026 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTURE PLAN Service code 13 PO BOX 734602 · CHICAGO, IL 60673 | Contract Administrator | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,963 | $56,638-66.5% | $169,390-88.8% | $74,460-74.5% |
| Participation rate | 33.5% | 67.5%-34.0pp | 77.2%-43.7pp | 70.7%-37.2pp |
| Annual return | 19.09% | 24.75%-5.7pp | 406.07%-387.0pp | 34.38%-15.3pp |
| Employer contribution / active EE | $692 | $2,027-65.9% | $4,013-82.8% | $2,638-73.8% |
| Participant deferral / active EE | $1,125 | $4,223-73.3% | $6,222-81.9% | $4,530-75.2% |
| Admin fee / account holder | $130 | $307-57.6% | $9,015-98.6% | $348-62.7% |