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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,378 |
THE ROSE FINANCIAL GROUP LLC2 years Service code 15 6602 E 75TH ST STE 200 · INDIANAPOLIS, IN 46250 | Recordkeeping | $1,860 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,375 | $198,466-83.7% | $170,442-81.0% | $147,584-78.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 20.31% | 257.29%-237.0pp | 205.93%-185.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $50,526 | $6,184+717.1% | $5,433+830.0% | $4,876+936.2% |
| Participant deferral / active EE | $73,201 | $5,629+1200.3% | $4,939+1381.9% | $5,439+1245.9% |
| Admin fee / account holder | $125 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |