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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $480 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $237 |
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.
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 | $24,034 | $55,453-56.7% | $170,442-85.9% | $62,292-61.4% |
| Participation rate | 52.1% | 66.4%-14.3pp | 83.6%-31.5pp | 69.5%-17.4pp |
| Annual return | 11.82% | 21.38%-9.6pp | 205.93%-194.1pp | 28.90%-17.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $774 | $2,303-66.4% | $4,939-84.3% | $3,169-75.6% |
| Admin fee / account holder | $6 | $455-98.8% | $13,880-100.0% | $479-98.8% |