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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $38,586 |
AVINTUS3+ years Service code 15 · EIN 04-3682160 113 SEABOARD LANE SUITE B150 · FRANKLIN, TN 37067 | Recordkeeping | $900 |
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.
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 | $24,936 | $55,453-55.0% | $170,442-85.4% | $62,292-60.0% |
| Participation rate | 60.8% | 66.4%-5.6pp | 83.6%-22.8pp | 69.5%-8.7pp |
| Annual return | 11.76% | 21.38%-9.6pp | 205.93%-194.2pp | 28.90%-17.1pp |
| Employer contribution / active EE | $291 | $2,164-86.6% | $5,433-94.6% | $2,042-85.8% |
| Participant deferral / active EE | $1,598 | $2,303-30.6% | $4,939-67.6% | $3,169-49.6% |
| Admin fee / account holder | $238 | $455-47.7% | $13,880-98.3% | $479-50.4% |