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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 | $45,900+8.9% | $94,057-46.9% | $64,340-22.3% |
| Participation rate | 45.0% | 50.6%-5.6pp | 73.3%-28.4pp | 55.2%-10.3pp |
| Annual return | 13.00% | 50.47%-37.5pp | 480.62%-467.6pp | 24.14%-11.1pp |
| Employer contribution / active EE | $1,106 | $1,612-31.4% | $2,933-62.3% | $1,862-40.6% |
| Participant deferral / active EE | $1,661 | $2,102-21.0% | $4,709-64.7% | $2,980-44.3% |
| Admin fee / account holder | $200 | $3,143-93.6% | $7,244-97.2% | $3,703-94.6% |