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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,769 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,712 |
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.
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 | $30,904 | $88,324-65.0% | $115,037-73.1% | $55,191-44.0% |
| Participation rate | 59.3% | 72.5%-13.2pp | 81.4%-22.0pp | 69.2%-9.8pp |
| Annual return | -10.31% | 6.30%-16.6pp | 26.14%-36.4pp | 10.78%-21.1pp |
| Employer contribution / active EE | $917 | $2,805-67.3% | $4,608-80.1% | $1,899-51.7% |
| Participant deferral / active EE | $2,394 | $5,042-52.5% | $6,026-60.3% | $3,046-21.4% |
| Admin fee / account holder | $192 | $105+82.0% | $8,175-97.7% | $91+111.3% |