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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST · FORT WAYNE, IN 468012248 | Contract Administrator | $7,841 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 15 13680 CLEVELAND AVE N.W. · UNIONTOWN, OH 44685 | Recordkeeping | $375 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,407 | $70,002-79.4% | $115,038-87.5% | $52,331-72.5% |
| Participation rate | 37.1% | 72.1%-35.0pp | 81.4%-44.3pp | 68.1%-31.0pp |
| Annual return | -0.82% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $674 | $2,715-75.2% | $4,608-85.4% | $1,882-64.2% |
| Participant deferral / active EE | $1,619 | $4,920-67.1% | $6,026-73.1% | $3,022-46.4% |
| Admin fee / account holder | $116 | $566-79.6% | $8,175-98.6% | $592-80.4% |