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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 49 · EIN 35-0472300 | Other Services | $1,688 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $350 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $125 |
ADP BROKER-DEALER1+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1+ years Service code 59 | Shareholder Servicing | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,442 | $44,425-58.5% | $67,834-72.8% | $55,167-66.6% |
| Participation rate | 16.7% | 59.7%-43.0pp | 68.8%-52.1pp | 69.0%-52.3pp |
| Annual return | 11.93% | 17.80%-5.9pp | 138.47%-126.5pp | 169.23%-157.3pp |
| Employer contribution / active EE | $289 | $1,351-78.6% | $2,403-88.0% | $1,963-85.3% |
| Participant deferral / active EE | $538 | $2,166-75.1% | $3,160-83.0% | $3,054-82.4% |
| Admin fee / account holder | $45 | $530-91.5% | $4,622-99.0% | $504-91.1% |