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| Provider | Service type | Compensation |
|---|---|---|
INTAC ACTUARIAL SERVICES4+ years Service code 15 · EIN 22-2446239 50 TICE BOULEVARD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $1,750 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,893 | $42,548+3.2% | $74,550-41.1% | $56,287-22.0% |
| Participation rate | 57.5% | 60.5%-2.9pp | 69.1%-11.6pp | 69.9%-12.3pp |
| Annual return | -5.85% | 12.40%-18.2pp | 32.53%-38.4pp | -9.96%+4.1pp |
| Employer contribution / active EE | $302 | $855-64.7% | $1,961-84.6% | $2,111-85.7% |
| Participant deferral / active EE | $2,789 | $2,277+22.5% | $3,108-10.3% | $3,350-16.7% |
| Admin fee / account holder | $29 | $467-93.8% | $5,060-99.4% | $521-94.5% |