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| Provider | Service type | Compensation |
|---|---|---|
KEMPER CPA GROUP LLP2 years Filed as: KEMPER CPA GROUP, LLP Service code 10 · EIN 37-0818432 | Accounting | $5,450 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $344 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,459 | $58,895-50.0% | $178,503-83.5% | $73,497-59.9% |
| Participation rate | 24.7% | 66.2%-41.5pp | 81.9%-57.2pp | 70.7%-45.9pp |
| Annual return | 9.14% | 24.86%-15.7pp | 151.12%-142.0pp | 28.51%-19.4pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $399 | $2,567-84.4% | $5,202-92.3% | $3,740-89.3% |
| Admin fee / account holder | $107 | $400-73.2% | $13,987-99.2% | $513-79.1% |