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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,312 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 32-4291971 | Consulting | $9,988 |
VERDEJA DE ARMAS TRUJILL5 years Filed as: VERDEJA DE ARMAS TRUJILLO Service code 10 · EIN 20-4989621 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,077 | $65,092-46.1% | $143,799-75.6% | $66,938-47.6% |
| Participation rate | 68.5% | 65.2%+3.3pp | 80.3%-11.8pp | 69.8%-1.3pp |
| Annual return | -12.36% | -11.14%-1.2pp | -0.04%-12.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $461 | $2,362-80.5% | $4,952-90.7% | $2,545-81.9% |
| Participant deferral / active EE | $1,187 | $2,920-59.3% | $5,638-78.9% | $4,238-72.0% |
| Admin fee / account holder | $286 | $502-43.1% | $14,677-98.1% | $594-51.8% |