Filed March 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 13 · EIN 35-1140070 | Contract Administrator | $1,831 |
PENSERV PLAN SERVICES, INC.2+ years Filed as: PENSERVCO, INC. Service code 15 · EIN 59-3634521 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Recordkeeping | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $135,645-100.0% | $110,243-100.0% | $135,381-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -99.69% | 513.24%-612.9pp | 314.76%-414.4pp | 519.81%-619.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |