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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,464 |
Filed as: SCHUMACHER FINANCIAL SERVICES, INC Service code 15 · EIN 43-0743199 | Recordkeeping | $1,100 |
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).
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 | $14,815 | $65,592-77.4% | $90,161-83.6% | $69,631-78.7% |
| Participation rate | 17.1% | 77.6%-60.5pp | 76.9%-59.8pp | 70.7%-53.6pp |
| Annual return | 18.14% | 57.10%-39.0pp | 34.89%-16.7pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $495 | $2,193-77.4% | $3,318-85.1% | $2,032-75.6% |
| Participant deferral / active EE | $774 | $5,257-85.3% | $5,287-85.4% | $3,224-76.0% |
| Admin fee / account holder | $143 | $86+66.7% | $5,943-97.6% | $110+29.3% |