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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 64 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping Fees | $205,923 |
Service code 99 · EIN 81-3989034 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Other Fees | $47,419 |
Filed as: ANCHOR 3(16) FIDUCIARY LLC Service code 13 · EIN 32-0512992 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $37,634 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 20-1409613 PO BOX 51517 · LOS ANGELES, CA 90051 | Advisory (Plan) | $10,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
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 | $14,749 | $84,000-82.4% | $119,634-87.7% | $77,906-81.1% |
| Participation rate | 51.0% | 77.8%-26.8pp | 79.3%-28.3pp | 73.7%-22.7pp |
| Annual return | -12.86% | -11.59%-1.3pp | -14.98%+2.1pp | 12.16%-25.0pp |
| Employer contribution / active EE | $178 | $2,907-93.9% | $4,232-95.8% | $2,846-93.8% |
| Participant deferral / active EE | $1,409 | $4,705-70.1% | $5,601-74.8% | $4,805-70.7% |
| Admin fee / account holder | $214 | $116+84.4% | $10,329-97.9% | $133+61.1% |