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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,027 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $29,579 |
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 | $93,247 | $83,884+11.2% | $64,101+45.5% | $74,460+25.2% |
| Participation rate | 29.8% | 76.6%-46.8pp | 72.3%-42.5pp | 70.7%-41.0pp |
| Annual return | 16.94% | 16.57%+0.4pp | 33.72%-16.8pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,444 | $3,084-53.2% | $2,749-47.5% | $2,638-45.3% |
| Participant deferral / active EE | $1,831 | $3,692-50.4% | $3,881-52.8% | $4,530-59.6% |
| Admin fee / account holder | $263 | $196+34.3% | $3,070-91.4% | $348-24.3% |