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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIRMENT SOLUTIONS LL Service code 15 · EIN 13-3689044 | Recordkeeping | $22,157 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 22 | Insurance Broker | $14,744 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 81-1732930 | Advisory (Plan) | $1,729 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 15 · EIN 04-3682160 | Recordkeeping | $281 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 22 · EIN 35-1151034 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $457,192 | $91,559+399.3% | $133,978+241.2% | $79,856+472.5% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.6%-69.6pp |
| Annual return | 18.63% | 61.85%-43.2pp | 45.10%-26.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,569 | $2,384-34.2% | $3,919-60.0% | $2,471-36.5% |
| Participant deferral / active EE | $2,382 | $3,734-36.2% | $5,047-52.8% | $3,741-36.3% |
| Admin fee / account holder | $3,032 | $6,321-52.0% | $8,930-66.1% | $5,306-42.9% |