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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $908 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $105 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,707 | $55,453-41.0% | $170,436-80.8% | $62,293-47.5% |
| Participation rate | 47.4% | 66.4%-18.9pp | 83.6%-36.2pp | 69.5%-22.1pp |
| Annual return | 12.13% | 21.38%-9.2pp | 205.94%-193.8pp | 28.90%-16.8pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,904 | $2,303-17.3% | $4,939-61.5% | $3,169-39.9% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |