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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $76,515 |
BENEFITS ADMINISTRATORS, LLC3 years Service code 49 · EIN 61-1291181 | Other Services | $9,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,286 | $83,023-53.9% | $102,437-62.6% | $77,762-50.8% |
| Participation rate | 65.2% | 71.5%-6.3pp | 74.5%-9.3pp | 70.6%-5.4pp |
| Annual return | 8.47% | 19.12%-10.6pp | 24.95%-16.5pp | 31.27%-22.8pp |
| Employer contribution / active EE | $290 | $3,552-91.8% | $3,871-92.5% | $2,728-89.4% |
| Participant deferral / active EE | $2,281 | $4,110-44.5% | $5,060-54.9% | $4,651-50.9% |
| Admin fee / account holder | $283 | $639-55.8% | $8,388-96.6% | $433-34.7% |