Filed August 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,636 |
RENNER AND COMPANY CPA, P.C.2 years Service code 10 · EIN 54-1498950 | Accounting | $15,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,800 | $47,180-53.8% | $149,723-85.4% | $74,473-70.7% |
| Participation rate | 59.6% | 63.4%-3.8pp | 78.8%-19.2pp | 70.7%-11.1pp |
| Annual return | 15.82% | 22.75%-6.9pp | 134.50%-118.7pp | 34.36%-18.5pp |
| Employer contribution / active EE | $934 | $1,907-51.0% | $4,821-80.6% | $2,638-64.6% |
| Participant deferral / active EE | $1,522 | $2,730-44.3% | $5,682-73.2% | $4,530-66.4% |
| Admin fee / account holder | $139 | $343-59.5% | $13,215-98.9% | $347-60.0% |