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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,331 |
Filed as: LINCOLN INVESTMENT PLANNING INC Service code 49 · EIN 23-1702591 | Other Services | $7,431 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,373 | $56,918-41.4% | $182,540-81.7% | $65,185-48.8% |
| Participation rate | 69.2% | 66.5%+2.7pp | 78.0%-8.8pp | 70.2%-1.0pp |
| Annual return | 40.16% | 27.67%+12.5pp | 148.58%-108.4pp | 29.38%+10.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,549 | $3,526+170.8% | $5,525+72.8% | $3,514+171.7% |
| Admin fee / account holder | $155 | $531-70.9% | $8,593-98.2% | $847-81.7% |