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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,873 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,031 | $50,815-52.7% | $155,509-84.5% | $77,643-69.0% |
| Participation rate | 28.3% | 63.1%-34.8pp | 78.2%-49.9pp | 70.6%-42.3pp |
| Annual return | 12.19% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $318 | $1,993-84.0% | $4,672-93.2% | $2,726-88.3% |
| Participant deferral / active EE | $816 | $2,822-71.1% | $5,626-85.5% | $4,647-82.4% |
| Admin fee / account holder | $85 | $437-80.5% | $15,912-99.5% | $430-80.2% |