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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $51,869 |
STRIEGEL KNOBLOCH & COMPANY, LLC9+ years Service code 14 · EIN 37-1122831 | Plan Administrator | $3,000 |
SIKICH LLP3 years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,686 | $49,763-36.3% | $70,565-55.1% | $74,473-57.5% |
| Participation rate | 48.5% | 64.6%-16.2pp | 68.4%-19.9pp | 70.7%-22.3pp |
| Annual return | 15.22% | 21.21%-6.0pp | 32.79%-17.6pp | 34.36%-19.1pp |
| Employer contribution / active EE | $500 | $1,776-71.8% | $2,976-83.2% | $2,638-81.0% |
| Participant deferral / active EE | $3,119 | $3,379-7.7% | $4,568-31.7% | $4,530-31.1% |
| Admin fee / account holder | $179 | $316-43.5% | $6,430-97.2% | $347-48.5% |