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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,817 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 15 · EIN 11-3401702 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Recordkeeping | $4,179 |
CLS INVESTMENTS1 year Service code 22 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Insurance Broker | $1,265 |
Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 26 | Advisory (Participants) | $0 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 99 | Other Fees | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,239 | $46,297-21.7% | $71,671-49.4% | $62,293-41.8% |
| Participation rate | 34.0% | 60.6%-26.6pp | 68.7%-34.7pp | 69.5%-35.5pp |
| Annual return | 15.64% | 22.32%-6.7pp | 20.65%-5.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $99 | $1,412-93.0% | $2,460-96.0% | $2,042-95.2% |
| Participant deferral / active EE | $1,257 | $2,235-43.7% | $3,438-63.4% | $3,169-60.3% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |