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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,706 |
BAKER TILLY US, LLP1 year Service code 13 · EIN 39-0859910 | Contract Administrator | $15,150 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,548 | $55,446+68.7% | $155,574-39.9% | $74,429+25.7% |
| Participation rate | 76.2% | 61.9%+14.3pp | 78.2%-2.0pp | 67.2%+9.0pp |
| Annual return | 11.36% | 269.20%-257.8pp | 64.87%-53.5pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $111 | $1,743-93.6% | $15,914-99.3% | $1,944-94.3% |