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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 50 ONE NATIONAL PLAZA · COLUMBUS, OH 43215 | Direct Payment | $4,832 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,811 |
THE ROSE FINANCIAL GROUP LLC1+ years Service code 15 · EIN 35-2130755 6602 E 75TH STREET, SUITE 200 · INDIANAPOLIS, IN 46250 | Recordkeeping | $50 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 | Contract Administrator | $0 |
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.
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 | $17,129 | $46,745-63.4% | $60,547-71.7% | $52,331-67.3% |
| Participation rate | 51.3% | 58.6%-7.3pp | 68.0%-16.7pp | 68.1%-16.8pp |
| Annual return | 6.29% | 0.61%+5.7pp | 335.64%-329.4pp | 4.54%+1.8pp |
| Employer contribution / active EE | $376 | $1,259-70.2% | $2,419-84.5% | $1,882-80.0% |
| Participant deferral / active EE | $401 | $2,145-81.3% | $3,328-88.0% | $3,022-86.7% |
| Admin fee / account holder | $97 | $537-81.9% | $4,536-97.9% | $592-83.6% |