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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $251,413 |
PINNACLE FINANCIAL SERVICES, INC.10+ years Filed as: PINNACLE FINANCIAL SERVICES, LLC Service code 15 · EIN 59-2438373 | Recordkeeping | $50,581 |
3(16) FIDUCIARY SERVICES CORP10+ years Service code 31 · EIN 45-4813650 | Named fiduciary | $18,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,249 | $53,136-71.3% | $155,509-90.2% | $199,593-92.4% |
| Participation rate | 36.2% | 64.1%-27.8pp | 78.2%-41.9pp | 72.0%-35.7pp |
| Annual return | 11.57% | 41.15%-29.6pp | 64.67%-53.1pp | 34.25%-22.7pp |
| Employer contribution / active EE | $328 | $1,851-82.3% | $4,672-93.0% | $3,034-89.2% |
| Participant deferral / active EE | $880 | $3,161-72.1% | $5,626-84.4% | $5,087-82.7% |
| Admin fee / account holder | $108 | $185-41.8% | $15,912-99.3% | $269-59.9% |