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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $163,430 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO. INC. Service code 16 · EIN 13-5657518 | Consulting | $13,600 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $10,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,748 | $58,202-55.8% | $172,757-85.1% | $89,609-71.3% |
| Participation rate | 64.1% | 72.8%-8.8pp | 82.6%-18.6pp | 69.6%-5.5pp |
| Annual return | 9.84% | 61.59%-51.7pp | 803.06%-793.2pp | 33.65%-23.8pp |
| Employer contribution / active EE | $3 | $1,759-99.8% | $5,144-99.9% | $2,584-99.9% |
| Participant deferral / active EE | $2,541 | $3,335-23.8% | $5,198-51.1% | $4,222-39.8% |
| Admin fee / account holder | $17 | $53-68.4% | $13,956-99.9% | $72-76.8% |