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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES Service code 27 · EIN 04-3754674 | Advisory (Plan) | $26,408 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,556 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 81-1806291 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,575 | $36,916+15.3% | $156,551-72.8% | $57,658-26.2% |
| Participation rate | 65.6% | 63.4%+2.2pp | 84.0%-18.4pp | 70.2%-4.6pp |
| Annual return | 5.28% | 12.38%-7.1pp | 32.23%-26.9pp | 5.13%+0.1pp |
| Employer contribution / active EE | $8 | $1,571-99.5% | $5,501-99.9% | $1,974-99.6% |
| Participant deferral / active EE | $1,816 | $1,926-5.7% | $4,871-62.7% | $3,061-40.7% |
| Admin fee / account holder | $242 | $82+193.4% | $13,028-98.1% | $95+156.0% |