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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $355,539 |
MARCUM LLP4+ years Service code 10 · EIN 11-1986323 | Accounting | $21,600 |
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 | $28,840 | $46,969-38.6% | $154,110-81.3% | $73,367-60.7% |
| Participation rate | 64.7% | 72.4%-7.7pp | 83.0%-18.3pp | 69.5%-4.8pp |
| Annual return | -2.35% | 821.68%-824.0pp | 735.22%-737.6pp | 173.45%-175.8pp |
| Employer contribution / active EE | $336 | $1,723-80.5% | $5,298-93.7% | $2,499-86.6% |
| Participant deferral / active EE | $2,305 | $3,162-27.1% | $5,081-54.6% | $4,033-42.8% |
| Admin fee / account holder | $42 | $47-10.1% | $13,412-99.7% | $68-38.7% |