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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,484 |
Filed as: LINCOLN FINANCIAL GROUP Service code 27 1300 S. CLINTON AVE. STE 150 · FT. WAYNE, IN 46801 | Advisory (Plan) | $7,840 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,713 | $65,092-80.5% | $143,799-91.2% | $66,938-81.0% |
| Participation rate | 43.1% | 65.2%-22.2pp | 80.3%-37.3pp | 69.8%-26.8pp |
| Annual return | -18.42% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $874 | $2,362-63.0% | $4,952-82.4% | $2,545-65.7% |
| Participant deferral / active EE | $1,879 | $2,920-35.6% | $5,638-66.7% | $4,238-55.7% |
| Admin fee / account holder | $166 | $502-67.0% | $14,677-98.9% | $594-72.1% |