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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 93215 | Recordkeeping | $21,457 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 28 1300 S CLINTON ST SUITE 150 · FORT WAYNE, IN 46802 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,905 | $80,753-71.6% | $136,297-83.2% | $62,293-63.2% |
| Participation rate | 58.1% | 73.5%-15.5pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 13.58% | 35.83%-22.3pp | 5156.19%-5142.6pp | 28.90%-15.3pp |
| Employer contribution / active EE | $920 | $2,884-68.1% | $4,696-80.4% | $2,042-55.0% |
| Participant deferral / active EE | $2,557 | $5,164-50.5% | $6,247-59.1% | $3,169-19.3% |
| Admin fee / account holder | $298 | $525-43.3% | $9,244-96.8% | $479-37.8% |