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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $82,082 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN Service code 16 · EIN 75-2393478 | Consulting | $22,571 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,990 | $67,512-88.2% | $185,849-95.7% | $93,010-91.4% |
| Participation rate | 74.9% | 67.1%+7.8pp | 81.7%-6.8pp | 73.9%+1.0pp |
| Annual return | 18.29% | 21.04%-2.7pp | 122.10%-103.8pp | 158.70%-140.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $1,801 | $3,035-40.7% | $5,569-67.7% | $4,561-60.5% |
| Admin fee / account holder | $70 | $318-78.0% | $16,244-99.6% | $152-54.0% |