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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL LIFE Service code 13 · EIN 34-0472300 | Contract Administrator | $5,504 |
Filed as: COMMONWEALTH EQUITY Service code 27 · EIN 04-6558834 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $5,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,966 | $99,957-76.0% | $149,730-84.0% | $73,493-67.4% |
| Participation rate | 45.4% | 75.7%-30.3pp | 82.5%-37.1pp | 70.7%-25.3pp |
| Annual return | 38.66% | 53.87%-15.2pp | 276.70%-238.0pp | 28.51%+10.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,746 | $6,073-5.4% | $6,843-16.0% | $3,740+53.6% |
| Admin fee / account holder | $104 | $551-81.1% | $9,310-98.9% | $513-79.7% |