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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,434 |
SFI ADVISORS, LLC1 year Filed as: SFI ADVISORS Service code 27 · EIN 26-4775152 | Advisory (Plan) | $9,784 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,019 | $58,888-42.2% | $178,499-80.9% | $73,493-53.7% |
| Participation rate | 58.9% | 66.2%-7.4pp | 81.9%-23.1pp | 70.7%-11.8pp |
| Annual return | 3.63% | 24.86%-21.2pp | 151.10%-147.5pp | 28.51%-24.9pp |
| Employer contribution / active EE | $1,699 | $2,236-24.0% | $5,011-66.1% | $2,270-25.2% |
| Participant deferral / active EE | $2,477 | $2,568-3.5% | $5,202-52.4% | $3,740-33.8% |
| Admin fee / account holder | $271 | $400-32.2% | $13,986-98.1% | $513-47.1% |