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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,857 |
ASCENSUS LLC1 year Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PKWY · FORT WAYNE, IN 46814 | Recordkeeping | $1,040 |
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.
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 | $32,960 | $60,165-45.2% | $74,184-55.6% | $55,167-40.3% |
| Participation rate | 39.5% | 74.2%-34.7pp | 76.6%-37.2pp | 69.0%-29.5pp |
| Annual return | 9.95% | 10.00%0pp | 17.74%-7.8pp | 169.23%-159.3pp |
| Employer contribution / active EE | $448 | $1,600-72.0% | $2,370-81.1% | $1,963-77.2% |
| Participant deferral / active EE | $996 | $2,973-66.5% | $3,550-71.9% | $3,054-67.4% |
| Admin fee / account holder | $142 | $419-66.0% | $5,586-97.4% | $504-71.7% |