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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $7,952 |
STANDARD RETIREMENT SERVICES1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $7,309 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,153 | $43,550-81.3% | $63,244-87.1% | $52,331-84.4% |
| Participation rate | 65.6% | 65.7%0pp | 71.0%-5.4pp | 68.1%-2.5pp |
| Annual return | -2.21% | 2.03%-4.2pp | -70.31%+68.1pp | 4.54%-6.7pp |
| Employer contribution / active EE | $931 | $1,351-31.1% | $2,322-59.9% | $1,882-50.5% |
| Participant deferral / active EE | $1,715 | $2,254-23.9% | $2,953-41.9% | $3,022-43.2% |
| Admin fee / account holder | $134 | $387-65.4% | $5,893-97.7% | $592-77.4% |