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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,795 |
ASCENSUS LLC3 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 15 · EIN 72-1450587 | Recordkeeping | $2,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,648 | $66,124-79.4% | $90,440-84.9% | $73,493-81.4% |
| Participation rate | 34.5% | 69.7%-35.1pp | 72.7%-38.2pp | 70.7%-36.2pp |
| Annual return | 22.20% | 17.65%+4.5pp | 1294.38%-1272.2pp | 28.51%-6.3pp |
| Employer contribution / active EE | $524 | $2,346-77.7% | $3,263-83.9% | $2,270-76.9% |
| Participant deferral / active EE | $836 | $3,039-72.5% | $3,964-78.9% | $3,740-77.7% |
| Admin fee / account holder | $161 | $396-59.5% | $5,615-97.1% | $513-68.7% |