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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S CLINTON ST SUITE 150 · FORT WAYNE, IN 46802 | Contract Administrator | $5,936 |
Filed as: ROSE FINANCIAL GROUP Service code 15 · EIN 35-2130755 6602 E 75TH STREET · INDIANAPOLIS, IN 46250 | Recordkeeping | $695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,116 | $73,102-57.4% | $123,549-74.8% | $56,287-44.7% |
| Participation rate | 20.7% | 74.3%-53.6pp | 82.3%-61.6pp | 69.9%-49.2pp |
| Annual return | -8.51% | 3.01%-11.5pp | 119.20%-127.7pp | -9.96%+1.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,139 | $5,423-42.1% | $6,426-51.1% | $3,350-6.3% |
| Admin fee / account holder | $147 | $554-73.4% | $9,284-98.4% | $521-71.7% |