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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $154,093 |
BENEFITS PLANS INC2 years Service code 15 16924 FRANCES ST SUITE 100 · OMAHA, NE 681302357 | Recordkeeping | $44,965 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL CORP Service code 13 150 N RADNOR CHESTER RD · RADNOR, PA 19087 | Contract Administrator | $475 |
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).
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 | $14,192 | $44,794-68.3% | $90,304-84.3% | $77,775-81.8% |
| Participation rate | 55.0% | 66.6%-11.5pp | 73.3%-18.2pp | 73.2%-18.2pp |
| Annual return | 23.52% | 28.23%-4.7pp | 78.13%-54.6pp | 32.58%-9.1pp |
| Employer contribution / active EE | $710 | $1,809-60.7% | $2,855-75.1% | $2,504-71.6% |
| Participant deferral / active EE | $1,309 | $2,642-50.5% | $3,885-66.3% | $3,966-67.0% |
| Admin fee / account holder | $0 | $94-100.0% | $5,354-100.0% | $100-100.0% |