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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST · FORT WAYNE, IN 468012248 | Contract Administrator | $8,974 |
CBIZ RETIREMENT PLAN SERVICES2+ years Service code 15 13680 CLEVELAND AVE N.W. · UNIONTOWN, OH 44685 | Recordkeeping | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,393 | $75,183-79.5% | $123,894-87.6% | $55,167-72.1% |
| Participation rate | 41.0% | 72.8%-31.9pp | 81.4%-40.5pp | 69.0%-28.0pp |
| Annual return | 15.72% | 19.01%-3.3pp | 47.52%-31.8pp | 169.23%-153.5pp |
| Employer contribution / active EE | $812 | $2,823-71.2% | $4,617-82.4% | $1,963-58.6% |
| Participant deferral / active EE | $1,923 | $5,084-62.2% | $5,984-67.9% | $3,054-37.0% |
| Admin fee / account holder | $81 | $663-87.7% | $8,357-99.0% | $504-83.8% |