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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PINNACLE FINANCIAL SERVICES, LLC Service code 15 · EIN 59-2438373 | Recordkeeping | $166,050 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $81,811 |
3(16) FIDUCIARY SERVICES CORP2+ years Service code 15 1732 S. CONGRESS AVE · LAKE WORTH, FL 33461 | Recordkeeping | $61,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,058 | $37,213-73.0% | $156,551-93.6% | $63,975-84.3% |
| Participation rate | 60.7% | 65.0%-4.3pp | 84.0%-23.3pp | 71.1%-10.4pp |
| Annual return | 7.86% | 47.89%-40.0pp | 32.23%-24.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $253 | $1,357-81.3% | $5,501-95.4% | $2,182-88.4% |
| Participant deferral / active EE | $817 | $2,070-60.6% | $4,871-83.2% | $3,356-75.7% |
| Admin fee / account holder | $147 | $56+161.2% | $13,028-98.9% | $70+108.9% |