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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $38,115 |
AVINTUS2+ years Service code 15 · EIN 04-3682160 113 SEABOARD LANE SUITE B150 · FRANKLIN, TN 37067 | Recordkeeping | $975 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,985 | $46,732-50.8% | $156,549-85.3% | $55,167-58.3% |
| Participation rate | 62.7% | 65.8%-3.1pp | 84.0%-21.3pp | 69.0%-6.3pp |
| Annual return | 5.50% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $152 | $2,105-92.8% | $5,501-97.2% | $1,963-92.3% |
| Participant deferral / active EE | $1,518 | $2,204-31.1% | $4,871-68.8% | $3,054-50.3% |
| Admin fee / account holder | $247 | $418-40.9% | $13,027-98.1% | $504-50.9% |