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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $36,308 |
3G RETIREMENT SERVICES, LLC2 years Service code 15 · EIN 27-4433997 12 CLUSTERS CT STE A · COLUMBIA, SC 29210 | Recordkeeping | $3,312 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,085 | $44,221-56.8% | $121,220-84.3% | $56,287-66.1% |
| Participation rate | 71.9% | 61.1%+10.8pp | 71.8%+0.1pp | 69.9%+2.0pp |
| Annual return | 21.76% | -3.58%+25.3pp | 16.94%+4.8pp | -9.96%+31.7pp |
| Employer contribution / active EE | $1,034 | $1,480-30.1% | $4,023-74.3% | $2,111-51.0% |
| Participant deferral / active EE | $1,543 | $2,521-38.8% | $3,345-53.9% | $3,350-53.9% |
| Admin fee / account holder | $246 | $480-48.8% | $5,021-95.1% | $521-52.8% |