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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,794 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $9,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,287 | $51,620-53.0% | $90,304-73.1% | $65,185-62.7% |
| Participation rate | 68.3% | 68.6%-0.3pp | 73.3%-5.0pp | 70.2%-1.9pp |
| Annual return | 24.88% | 24.94%-0.1pp | 78.13%-53.3pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,667 | $2,235-25.4% | $2,855-41.6% | $2,177-23.4% |
| Participant deferral / active EE | $2,470 | $2,871-13.9% | $3,885-36.4% | $3,514-29.7% |
| Admin fee / account holder | $175 | $384-54.4% | $5,354-96.7% | $847-79.3% |