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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 1301 SOUTH HARRISON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $32,924 |
KEYSTONE FINANCIAL GROUP LLC2 years Filed as: KEYSTONE FINANCIAL GROUP, LLC Service code 27 · EIN 26-2509545 527 WELLINGTON WAY · LEXINGTON, KY 40503 | Advisory (Plan) | $27,892 |
BENEFITS ADMINISTRATORS, LLC4 years Service code 15 · EIN 61-1291181 269 WEST MAIN STREET · LEXINGTON, KY 40507 | Recordkeeping | $6,064 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,101 | $89,123-52.8% | $102,460-58.9% | $77,762-45.9% |
| Participation rate | 41.0% | 80.9%-39.9pp | 76.5%-35.5pp | 70.6%-29.6pp |
| Annual return | 12.27% | 25.05%-12.8pp | 29.47%-17.2pp | 31.27%-19.0pp |
| Employer contribution / active EE | $768 | $2,700-71.6% | $3,025-74.6% | $2,728-71.9% |
| Participant deferral / active EE | $1,415 | $5,148-72.5% | $5,056-72.0% | $4,651-69.6% |
| Admin fee / account holder | $273 | $236+15.7% | $9,460-97.1% | $433-36.9% |