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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,186 |
MILLER CPA1 year Service code 10 · EIN 82-1430242 PO BOX 11793 · MURFREESBURO, TN 37129 | Accounting | $6,500 |
STONES RIVER CONSULTING2 years Service code 15 · EIN 45-3783933 | Recordkeeping | $1,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
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 | $27,140 | $99,957-72.8% | $149,696-81.9% | $73,488-63.1% |
| Participation rate | 43.2% | 75.7%-32.5pp | 82.5%-39.3pp | 70.7%-27.5pp |
| Annual return | 9.30% | 53.87%-44.6pp | 276.60%-267.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $804 | $3,191-74.8% | $4,644-82.7% | $2,270-64.6% |
| Participant deferral / active EE | $1,930 | $6,073-68.2% | $6,842-71.8% | $3,740-48.4% |
| Admin fee / account holder | $303 | $551-44.9% | $9,309-96.7% | $513-40.9% |