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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $14,623 |
MAXUS PLAN SOLUTIONS7 years Filed as: MAXUS PLAN SOLUTIONS, NC Service code 15 · EIN 45-4012897 | Recordkeeping | $5,938 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,028 | $69,774-38.3% | $67,561-36.3% | $74,429-42.2% |
| Participation rate | 54.8% | 71.4%-16.6pp | 72.9%-18.1pp | 67.2%-12.4pp |
| Annual return | 11.46% | -40.53%+52.0pp | 3525.44%-3514.0pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $652 | $2,710-75.9% | $2,735-76.2% | $2,625-75.2% |
| Participant deferral / active EE | $1,573 | $3,636-56.7% | $4,003-60.7% | $4,348-63.8% |
| Admin fee / account holder | $187 | $890-79.0% | $4,006-95.3% | $1,944-90.4% |