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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST. · FORT WAYNE, IN 468022248 | Contract Administrator | $23,516 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION BENEFITS UNLIMITED Service code 37 18008 SKY PARK CIRCLE, SUITE 200 · IRVINE, CA 92614 | Loan Processing | $9,352 |
RICH BARTOL CONSULTING1 year Service code 10 6664 ANGELINA COURT · CHINO, CA 91710 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,599 | $58,726-46.2% | $92,240-65.7% | $62,293-49.3% |
| Participation rate | 39.2% | 68.3%-29.2pp | 76.5%-37.3pp | 69.5%-30.4pp |
| Annual return | 12.42% | 43.62%-31.2pp | 176.29%-163.9pp | 28.90%-16.5pp |
| Employer contribution / active EE | $3,000 | $2,392+25.4% | $3,680-18.5% | $2,042+46.9% |
| Participant deferral / active EE | $596 | $2,766-78.4% | $3,897-84.7% | $3,169-81.2% |
| Admin fee / account holder | $345 | $556-38.0% | $5,194-93.4% | $479-28.1% |