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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 68012 | Contract Administrator | $8,414 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Recordkeeping | $1,080 |
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.
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).
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 | $14,922 | $48,576-69.3% | $169,452-91.2% | $56,289-73.5% |
| Participation rate | 64.6% | 65.8%-1.3pp | 77.8%-13.2pp | 69.9%-5.3pp |
| Annual return | -6.82% | -2.51%-4.3pp | 1.83%-8.6pp | -9.96%+3.1pp |
| Employer contribution / active EE | $884 | $1,559-43.3% | $4,157-78.7% | $2,111-58.1% |
| Participant deferral / active EE | $1,235 | $3,275-62.3% | $5,277-76.6% | $3,350-63.1% |
| Admin fee / account holder | $81 | $435-81.3% | $9,110-99.1% | $521-84.4% |