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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $226,125 |
Filed as: PINNACLE FINANCIAL SERVICES, LLC Service code 15 · EIN 59-2438373 | Recordkeeping | $50,325 |
3(16) FIDUCIARY SERVICES CORP9+ years Service code 31 · EIN 45-4813650 | Named fiduciary | $12,662 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,963 | $50,151-72.2% | $149,696-90.7% | $80,157-82.6% |
| Participation rate | 44.9% | 64.3%-19.4pp | 78.8%-33.9pp | 72.9%-28.1pp |
| Annual return | 15.78% | 29.80%-14.0pp | 134.46%-118.7pp | 40.39%-24.6pp |
| Employer contribution / active EE | $454 | $1,867-75.7% | $4,821-90.6% | $2,977-84.7% |
| Participant deferral / active EE | $1,205 | $3,194-62.3% | $5,682-78.8% | $5,015-76.0% |
| Admin fee / account holder | $90 | $153-40.8% | $13,212-99.3% | $145-37.6% |