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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,028 | $69,763-38.3% | $67,502-36.3% | $74,495-42.2% |
| Participation rate | 54.8% | 71.4%-16.6pp | 72.9%-18.1pp | 67.2%-12.4pp |
| Annual return | 11.46% | -40.34%+51.8pp | 3512.12%-3500.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $652 | $2,704-75.9% | $2,731-76.1% | $2,623-75.1% |
| Participant deferral / active EE | $1,573 | $3,636-56.7% | $4,000-60.7% | $4,346-63.8% |
| Admin fee / account holder | $187 | $896-79.1% | $3,998-95.3% | $1,942-90.4% |