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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 ONE GRANITE PLACE 4S · CONCORD, NH 03301 | Contract Administrator | $8,882 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 5350 77 CENTER DRIVE · CHARLOTTE, NC 46801 | Recordkeeping | $1,320 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,049 | $63,114-41.3% | $92,903-60.1% | $65,185-43.2% |
| Participation rate | 44.4% | 68.8%-24.4pp | 76.0%-31.6pp | 70.2%-25.8pp |
| Annual return | 17.64% | 28.75%-11.1pp | 109.43%-91.8pp | 29.38%-11.7pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,312 | $3,108-57.8% | $4,238-69.0% | $3,514-62.7% |
| Admin fee / account holder | $101 | $624-83.8% | $5,795-98.3% | $847-88.1% |