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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $94,086 |
Filed as: PINNACLE FINANCIAL SERVICES, LLC Service code 15 · EIN 59-2438373 | Recordkeeping | $43,197 |
3(16) FIDUCIARY SERVICES CORP4+ years Service code 31 1732 S. CONGRESS AVE · LAKE WORTH, FL 33461 | Named fiduciary | $10,499 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,280 | $45,382-81.8% | $154,107-94.6% | $75,289-89.0% |
| Participation rate | 68.7% | 65.9%+2.8pp | 83.0%-14.4pp | 72.4%-3.7pp |
| Annual return | 0.06% | -0.47%+0.5pp | 735.12%-735.1pp | -0.04%+0.1pp |
| Employer contribution / active EE | $327 | $1,533-78.7% | $5,298-93.8% | $2,405-86.4% |
| Participant deferral / active EE | $908 | $2,384-61.9% | $5,081-82.1% | $3,739-75.7% |
| Admin fee / account holder | $49 | $89-44.7% | $13,411-99.6% | $102-51.7% |