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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,586 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $99,113 | $91,710+8.1% | $67,560+46.7% | $77,762+27.5% |
| Participation rate | 30.0% | 76.0%-46.0pp | 72.9%-42.9pp | 70.6%-40.6pp |
| Annual return | 12.67% | 14.88%-2.2pp | 3533.50%-3520.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $1,437 | $3,187-54.9% | $2,737-47.5% | $2,728-47.3% |
| Participant deferral / active EE | $1,852 | $3,911-52.6% | $4,004-53.7% | $4,651-60.2% |
| Admin fee / account holder | $231 | $245-5.7% | $3,994-94.2% | $433-46.7% |