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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,842 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 49 999 PLAZA DRIVE SUITE 650 · SCHAUMBURG, IL 60173 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,119 | $22,291+71.0% | $69,182-44.9% | $63,975-40.4% |
| Participation rate | 3.2% | 35.3%-32.0pp | 55.1%-51.9pp | 71.1%-67.9pp |
| Annual return | 9.18% | 9.30%-0.1pp | -21.93%+31.1pp | 48.65%-39.5pp |
| Employer contribution / active EE | $75 | $325-77.1% | $1,206-93.8% | $2,182-96.6% |
| Participant deferral / active EE | $133 | $808-83.6% | $1,897-93.0% | $3,356-96.0% |
| Admin fee / account holder | $91 | $73+25.0% | $2,697-96.6% | $70+29.6% |