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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,170 |
THE ROSE FINANCIAL GROUP LLC1+ years Service code 15 · EIN 35-2130755 6602 EAST 75TH STREET · INDIANAPOLIS, IN 46250 | Recordkeeping | $300 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,041 | $39,245+32.6% | $64,105-18.8% | $52,331-0.6% |
| Participation rate | 61.3% | 58.2%+3.1pp | 68.2%-6.8pp | 68.1%-6.8pp |
| Annual return | 0.00% | 14.79%-14.8pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $159 | $736-78.4% | $1,820-91.3% | $1,882-91.6% |
| Participant deferral / active EE | $2,397 | $1,992+20.3% | $2,822-15.1% | $3,022-20.7% |
| Admin fee / account holder | $53 | $592-91.1% | $4,499-98.8% | $592-91.1% |