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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $54,508 |
MONROE SWEERIS & TROMP PLC4 years Service code 10 · EIN 38-2621598 | Accounting | $8,500 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $5,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,839 | $89,093-47.4% | $102,434-54.3% | $77,736-39.7% |
| Participation rate | 34.6% | 80.9%-46.3pp | 76.5%-41.9pp | 70.6%-36.0pp |
| Annual return | 11.70% | 25.03%-13.3pp | 29.46%-17.8pp | 31.26%-19.6pp |
| Employer contribution / active EE | $926 | $2,699-65.7% | $3,023-69.4% | $2,728-66.1% |
| Participant deferral / active EE | $1,866 | $5,147-63.7% | $5,055-63.1% | $4,651-59.9% |
| Admin fee / account holder | $202 | $236-14.4% | $9,462-97.9% | $433-53.4% |