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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,276 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 52 THE FOREST PAVILLION · WYNCOTE, PA 190951595 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,674 | $37,196-36.4% | $154,111-84.6% | $55,725-57.5% |
| Participation rate | 20.6% | 64.1%-43.5pp | 83.0%-62.4pp | 70.9%-50.2pp |
| Annual return | -7.22% | 1319.68%-1326.9pp | 735.18%-742.4pp | 244.93%-252.2pp |
| Employer contribution / active EE | $488 | $1,614-69.7% | $5,298-90.8% | $2,078-76.5% |
| Participant deferral / active EE | $710 | $2,068-65.7% | $5,081-86.0% | $3,356-78.8% |
| Admin fee / account holder | $56 | $102-45.1% | $13,411-99.6% | $115-51.6% |