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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 54 · FRANKLIN SQUARE, NY 110100054 | Recordkeeping | $37,987 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,955 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $23,198 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,617 | $31,741-16.1% | $56,033-52.5% | $199,960-86.7% |
| Participation rate | 10.2% | 32.3%-22.1pp | 52.5%-42.3pp | 72.0%-61.8pp |
| Annual return | 11.76% | 14.72%-3.0pp | 1711.38%-1699.6pp | 34.28%-22.5pp |
| Employer contribution / active EE | $155 | $508-69.5% | $1,041-85.1% | $3,036-94.9% |
| Participant deferral / active EE | $289 | $1,184-75.6% | $1,954-85.2% | $5,087-94.3% |
| Admin fee / account holder | $183 | $426-57.0% | $2,827-93.5% | $269-31.9% |