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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PREFERRED RESOUCE SOLUTIONS Service code 16 · EIN 27-3254630 6307 84TH ST STE D · CALENDONIA, MI 49316 | Consulting | $424,010 |
Service code 10 · EIN 38-2426290 360 E BELTLINE AVE NE · GRAND RAPIDS, MI 49506 | Accounting | $18,325 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 S.CLINTON STREET · FORT WAYNE, IN 46802 | Contract Administrator | $1 |
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.
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 | $910 | $26,033-96.5% | $74,577-98.8% | $329,111-99.7% |
| Participation rate | 37.3% | 26.0%+11.4pp | 68.1%-30.8pp | 67.9%-30.5pp |
| Annual return | 16.23% | 33.64%-17.4pp | 20.47%-4.2pp | 16.35%-0.1pp |
| Employer contribution / active EE | $35 | $317-88.8% | $2,525-98.6% | $2,303-98.5% |
| Participant deferral / active EE | $85 | $825-89.7% | $3,458-97.6% | $3,682-97.7% |
| Admin fee / account holder | $29 | $62-53.0% | $4,138-99.3% | $754-96.1% |