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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $339,657 |
MARCUM LLP3+ years Service code 10 · EIN 11-1986323 | Accounting | $21,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,673 | $53,684-26.1% | $170,435-76.7% | $80,976-51.0% |
| Participation rate | 49.0% | 69.2%-20.2pp | 83.6%-34.6pp | 68.3%-19.3pp |
| Annual return | 17.91% | 25.97%-8.1pp | 205.94%-188.0pp | 22.91%-5.0pp |
| Employer contribution / active EE | $264 | $1,642-84.0% | $5,432-95.1% | $2,402-89.0% |
| Participant deferral / active EE | $1,845 | $3,017-38.8% | $4,939-62.6% | $3,848-52.1% |
| Admin fee / account holder | $54 | $46+17.2% | $13,881-99.6% | $67-19.5% |