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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,936 |
Filed as: PINNACLE FINANCIAL ADVISOR Service code 15 · EIN 59-2438373 | Recordkeeping | $7,517 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,791 | $42,383-91.1% | $76,518-95.0% | $64,173-94.1% |
| Participation rate | 90.4% | 58.1%+32.2pp | 68.0%+22.4pp | 69.6%+20.8pp |
| Annual return | -8.90% | -16.54%+7.6pp | -0.27%-8.6pp | 7.63%-16.5pp |
| Employer contribution / active EE | $3,649 | $1,563+133.4% | $2,647+37.9% | $2,381+53.3% |
| Participant deferral / active EE | $674 | $2,566-73.7% | $3,836-82.4% | $3,470-80.6% |
| Admin fee / account holder | $87 | $3,198-97.3% | $4,849-98.2% | $4,887-98.2% |