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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,747 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,741 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,541 | $72,254-82.6% | $86,677-85.5% | $64,808-80.6% |
| Participation rate | 74.3% | 80.4%-6.1pp | 76.6%-2.2pp | 71.5%+2.9pp |
| Annual return | -11.33% | 392.42%-403.8pp | 35.91%-47.2pp | 32.82%-44.1pp |
| Employer contribution / active EE | $943 | $2,393-60.6% | $2,836-66.8% | $2,506-62.4% |
| Participant deferral / active EE | $1,600 | $4,658-65.6% | $4,656-65.6% | $4,310-62.9% |
| Admin fee / account holder | $61 | $174-64.9% | $7,493-99.2% | $188-67.5% |