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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,900 |
Service code 12 · EIN 38-1367329 | Participant loan processing; Recordke... | $61 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,732 | $61,356-80.9% | $149,696-92.2% | $71,511-83.6% |
| Participation rate | 54.4% | 62.5%-8.1pp | 78.8%-24.4pp | 67.9%-13.5pp |
| Annual return | 15.47% | 35.86%-20.4pp | 134.46%-119.0pp | 28.86%-13.4pp |
| Employer contribution / active EE | $548 | $2,382-77.0% | $4,821-88.6% | $2,589-78.8% |
| Participant deferral / active EE | $1,017 | $2,920-65.2% | $5,682-82.1% | $4,291-76.3% |
| Admin fee / account holder | $117 | $1,263-90.7% | $13,212-99.1% | $1,588-92.6% |