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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL PENSION ANALYSTS, INC.1+ years Service code 15 · EIN 16-1316349 | Recordkeeping | $5,190 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $120 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 22 · EIN 35-1151034 | Insurance Broker | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,031 | $44,229-16.3% | $155,789-76.2% | $55,191-32.9% |
| Participation rate | 46.8% | 60.8%-14.0pp | 76.1%-29.3pp | 69.2%-22.4pp |
| Annual return | -1.92% | 0.37%-2.3pp | 71.54%-73.5pp | 10.78%-12.7pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,839-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,199 | $2,851-22.9% | $4,798-54.2% | $3,046-27.8% |
| Admin fee / account holder | $6 | $86-92.9% | $7,477-99.9% | $91-93.2% |