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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $882 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
Employer contribution per participant 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 | $46,927 | $63,768-26.4% | $98,506-52.4% | $79,389-40.9% |
| Participation rate | 88.2% | 69.9%+18.3pp | 73.3%+14.8pp | 70.7%+17.4pp |
| Annual return | 14.01% | 626.18%-612.2pp | 1494.92%-1480.9pp | 116.89%-102.9pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,559 | $3,305-52.8% | $4,277-63.5% | $4,046-61.5% |
| Admin fee / account holder | $8 | $516-98.5% | $5,955-99.9% | $626-98.7% |