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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $5,307 |
Filed as: LINCOLN NATIONAL CORP Service code 13 150 NORTTH RADNOR CHESTER RD · RADNOR, PA 19087 | Contract Administrator | $1,700 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,395 | $50,919-79.6% | $155,556-93.3% | $77,762-86.6% |
| Participation rate | 73.6% | 63.1%+10.5pp | 78.2%-4.7pp | 70.6%+3.0pp |
| Annual return | 18.70% | 34.84%-16.1pp | 64.84%-46.1pp | 31.27%-12.6pp |
| Employer contribution / active EE | $1,556 | $1,991-21.9% | $4,675-66.7% | $2,728-43.0% |
| Participant deferral / active EE | $247 | $2,824-91.3% | $5,631-95.6% | $4,651-94.7% |
| Admin fee / account holder | $25 | $437-94.3% | $15,885-99.8% | $433-94.3% |