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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,267 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES LLC/JOHNATHAN FREDMA Service code 27 PO BOX 9496 · NEW YORK, NY 10087 | Advisory (Plan) | $3,218 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS LLC Service code 15 · EIN 26-2091417 P.O. BOX 241267 · ST. PAUL, MN 55124 | Recordkeeping | $3,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,106 | $58,911-62.5% | $129,384-82.9% | $77,736-71.6% |
| Participation rate | 23.4% | 59.4%-36.0pp | 69.6%-46.2pp | 70.6%-47.2pp |
| Annual return | 9.60% | 24.75%-15.1pp | 9461.77%-9452.2pp | 31.26%-21.7pp |
| Employer contribution / active EE | $951 | $1,955-51.3% | $4,153-77.1% | $2,728-65.1% |
| Participant deferral / active EE | $806 | $3,220-75.0% | $4,166-80.7% | $4,651-82.7% |
| Admin fee / account holder | $283 | $592-52.2% | $7,686-96.3% | $433-34.7% |