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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,569 |
DENNIS G. JENKINS, CPA,LLC2+ years Filed as: DENNIS T WILLIAMS Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $847 |
JUDY L SMITH2+ years Service code 16 LINCOLN FINANCIAL ADVISORS · SAN DIEGO, CA 92108 | Consulting | $508 |
MAUREEN DOHERTY2+ years Filed as: MAUREEN HUTTEL Service code 16 LINCOLN FINANCIAL SERVICES · SAN DIEGO, CA 92108 | Consulting | $282 |
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.
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).
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 | $19,666 | $74,089-73.5% | $133,975-85.3% | $55,167-64.4% |
| Participation rate | 30.0% | 84.3%-54.3pp | 87.1%-57.1pp | 69.0%-39.0pp |
| Annual return | 16.42% | 12.11%+4.3pp | 29.29%-12.9pp | 169.23%-152.8pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,900 | $4,678-59.4% | $6,282-69.8% | $3,054-37.8% |
| Admin fee / account holder | $3 | $458-99.2% | $9,324-100.0% | $504-99.3% |