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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $14,006 |
Filed as: LINCOLN RETIREMENT SERVICES Service code 16 · EIN 35-0472300 | Consulting | $11,996 |
Service code 16 · EIN 26-0058143 | Consulting | $10,000 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $6,930 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,204 | $71,802-69.1% | $133,975-83.4% | $57,658-61.5% |
| Participation rate | 58.7% | 85.5%-26.8pp | 87.1%-28.4pp | 70.2%-11.5pp |
| Annual return | 7.36% | 13.51%-6.1pp | 29.29%-21.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,650 | $4,606-64.2% | $6,282-73.7% | $3,061-46.1% |
| Admin fee / account holder | $117 | $88+33.4% | $9,324-98.7% | $95+23.7% |