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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CO. Service code 13 · EIN 35-1140070 | Contract Administrator | $24,064 |
COHNREZNICK LLP1 year Service code 27 · EIN 25-1904625 | Advisory (Plan) | $1,850 |
Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1458576 | Recordkeeping | $1,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,374 | $70,917-43.1% | $98,916-59.2% | $73,493-45.1% |
| Participation rate | 68.8% | 73.8%-5.0pp | 76.0%-7.2pp | 70.7%-1.9pp |
| Annual return | 13.59% | 34.18%-20.6pp | 196.45%-182.9pp | 28.51%-14.9pp |
| Employer contribution / active EE | $935 | $2,037-54.1% | $2,689-65.2% | $2,270-58.8% |
| Participant deferral / active EE | $1,873 | $3,501-46.5% | $4,245-55.9% | $3,740-49.9% |
| Admin fee / account holder | $281 | $535-47.4% | $6,642-95.8% | $513-45.2% |