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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $14,824 |
STANDARD RETIREMENT SERVICES3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $8,759 |
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).
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 | $12,095 | $50,385-76.0% | $75,501-84.0% | $62,293-80.6% |
| Participation rate | 81.3% | 67.7%+13.6pp | 72.4%+9.0pp | 69.5%+11.8pp |
| Annual return | 15.33% | 19.90%-4.6pp | 27.35%-12.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,149 | $1,537-25.2% | $2,352-51.1% | $2,042-43.7% |
| Participant deferral / active EE | $1,878 | $2,445-23.2% | $3,142-40.2% | $3,169-40.7% |
| Admin fee / account holder | $155 | $384-59.6% | $5,801-97.3% | $479-67.6% |