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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 | $58,778-62.4% | $129,295-82.9% | $77,671-71.5% |
| Participation rate | 23.4% | 59.2%-35.8pp | 69.6%-46.2pp | 70.6%-47.2pp |
| Annual return | 9.60% | 24.73%-15.1pp | 9429.28%-9419.7pp | 31.21%-21.6pp |
| Employer contribution / active EE | $951 | $1,952-51.3% | $4,157-77.1% | $2,726-65.1% |
| Participant deferral / active EE | $806 | $3,212-74.9% | $4,169-80.7% | $4,648-82.7% |
| Admin fee / account holder | $283 | $589-52.0% | $7,665-96.3% | $430-34.3% |