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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 1300 S. CLINTON ROAD · FORT WAYNE, IN 468012248 | Contract Administrator | $19,829 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD., SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $1,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,968 | $47,105+6.1% | $68,368-26.9% | $67,986-26.5% |
| Participation rate | 45.0% | 51.8%-6.8pp | 73.8%-28.8pp | 57.2%-12.2pp |
| Annual return | 13.00% | 48.37%-35.4pp | 292.57%-279.6pp | 31.67%-18.7pp |
| Employer contribution / active EE | $1,106 | $1,859-40.5% | $2,649-58.3% | $2,019-45.2% |
| Participant deferral / active EE | $1,661 | $2,374-30.0% | $4,123-59.7% | $3,358-50.5% |
| Admin fee / account holder | $200 | $2,435-91.8% | $5,150-96.1% | $3,203-93.8% |