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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CENTURY NATIONAL BANK Service code 18 · EIN 31-1198067 DIVISION OF PARK NATIONAL BANK · NEWARK, OH 430583500 | Recordkeeping fees; Custodial (other ... | $7,056 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,700 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,564 | $55,453-70.1% | $170,435-90.3% | $62,293-73.4% |
| Participation rate | 39.8% | 66.4%-26.5pp | 83.6%-43.8pp | 69.5%-29.7pp |
| Annual return | 11.44% | 21.38%-9.9pp | 205.94%-194.5pp | 28.90%-17.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $384 | $2,303-83.3% | $4,939-92.2% | $3,169-87.9% |
| Admin fee / account holder | $90 | $455-80.2% | $13,881-99.3% | $479-81.2% |