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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 33-5114007 1301 SOUTH HARRISON STREET · FORT WAYNE, IN 46802 | Contract Administrator | $3,394 |
Filed as: THE ROSE FINANCIAL GROUP, LLC Service code 15 · EIN 82-1103147 6602 EAST 75TH STREET SUITE 200 · INDIANAPOLIS, IN 46250 | Recordkeeping | $180 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,910 | $46,325-93.7% | $143,788-98.0% | $64,814-95.5% |
| Participation rate | 7.7% | 64.2%-56.6pp | 80.3%-72.7pp | 71.5%-63.8pp |
| Annual return | -23.70% | -10.05%-13.6pp | -0.03%-23.7pp | 32.84%-56.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $190 | $2,647-92.8% | $5,638-96.6% | $4,310-95.6% |
| Admin fee / account holder | $57 | $154-63.1% | $14,675-99.6% | $188-69.8% |