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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $6,183 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,535 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,184 |
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 | $10,190 | $47,977-78.8% | $154,111-93.4% | $56,287-81.9% |
| Participation rate | 96.3% | 66.2%+30.2pp | 83.0%+13.3pp | 69.9%+26.5pp |
| Annual return | -3.63% | 3.54%-7.2pp | 735.18%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $545 | $2,169-74.9% | $5,298-89.7% | $2,111-74.2% |
| Participant deferral / active EE | $2,268 | $2,392-5.2% | $5,081-55.4% | $3,350-32.3% |
| Admin fee / account holder | $12 | $438-97.3% | $13,411-99.9% | $521-97.7% |