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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,585 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,506 |
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.
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 | $12,854 | $55,453-76.8% | $170,435-92.5% | $62,293-79.4% |
| Participation rate | 89.2% | 66.4%+22.8pp | 83.6%+5.6pp | 69.5%+19.7pp |
| Annual return | 11.50% | 21.38%-9.9pp | 205.94%-194.4pp | 28.90%-17.4pp |
| Employer contribution / active EE | $630 | $2,164-70.9% | $5,432-88.4% | $2,042-69.2% |
| Participant deferral / active EE | $2,959 | $2,303+28.5% | $4,939-40.1% | $3,169-6.6% |
| Admin fee / account holder | $16 | $455-96.4% | $13,881-99.9% | $479-96.6% |