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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $39,348 |
Filed as: PINNACLE FINANCIAL Service code 15 1177 HYPOLUXO RD · LANTANA, FL 33462 | Recordkeeping | $6,964 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,588 | $51,466-3.6% | $78,778-37.1% | $62,293-20.4% |
| Participation rate | 74.8% | 59.8%+15.0pp | 69.2%+5.6pp | 69.5%+5.3pp |
| Annual return | 10.18% | 19.96%-9.8pp | 35.62%-25.4pp | 28.90%-18.7pp |
| Employer contribution / active EE | $1,429 | $827+72.7% | $1,986-28.0% | $2,042-30.0% |
| Participant deferral / active EE | $3,007 | $2,147+40.0% | $2,958+1.7% | $3,169-5.1% |
| Admin fee / account holder | $375 | $489-23.4% | $5,134-92.7% | $479-21.8% |