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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,965 |
EQUITABLE ADVISORS LLC1 year 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.
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 | $23,073 | $52,293-55.9% | $178,503-87.1% | $73,412-68.6% |
| Participation rate | 33.7% | 65.3%-31.6pp | 81.9%-48.2pp | 72.2%-38.5pp |
| Annual return | 8.23% | 34.75%-26.5pp | 151.12%-142.9pp | 59.30%-51.1pp |
| Employer contribution / active EE | $350 | $1,736-79.8% | $5,011-93.0% | $2,234-84.3% |
| Participant deferral / active EE | $768 | $2,333-67.1% | $5,202-85.2% | $3,806-79.8% |
| Admin fee / account holder | $19 | $127-84.9% | $13,987-99.9% | $158-87.8% |