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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN FINANCIAL SERVICES CORP Service code 26 1 GRANITE PL · CONCORD, NH 03301 | Advisory (Participants) | $4,885 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLANS, NY 10604 | Recordkeeping | $2,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $13,720 | $38,969-64.8% | $109,313-87.4% | $55,167-75.1% |
| Participation rate | 67.1% | 58.2%+8.9pp | 71.3%-4.2pp | 69.0%-1.9pp |
| Annual return | 4.85% | 8.26%-3.4pp | 22.07%-17.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $873 | $1,227-28.9% | $3,892-77.6% | $1,963-55.5% |
| Participant deferral / active EE | $1,308 | $2,176-39.9% | $3,166-58.7% | $3,054-57.2% |
| Admin fee / account holder | $62 | $501-87.5% | $5,666-98.9% | $504-87.6% |