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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $30,860 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $10,635 |
LURIE, LLP5 years Service code 15 · EIN 41-0721434 | Recordkeeping | $4,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,717 | $95,406-61.5% | $185,849-80.2% | $85,847-57.2% |
| Participation rate | 63.5% | 68.8%-5.3pp | 81.7%-18.2pp | 69.3%-5.8pp |
| Annual return | 12.65% | 23.59%-10.9pp | 122.10%-109.4pp | 318.61%-306.0pp |
| Employer contribution / active EE | $1,883 | $3,314-43.2% | $5,169-63.6% | $2,565-26.6% |
| Participant deferral / active EE | $1,997 | $3,424-41.7% | $5,569-64.1% | $3,952-49.5% |
| Admin fee / account holder | $239 | $7,214-96.7% | $16,244-98.5% | $6,261-96.2% |