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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $159,397 |
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $10,839 |
CARON & BLETZER, PLLC2+ years Filed as: CARSON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $8,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,215 | $37,213+2.7% | $156,551-75.6% | $63,975-40.3% |
| Participation rate | 60.5% | 65.0%-4.5pp | 84.0%-23.5pp | 71.1%-10.6pp |
| Annual return | 9.33% | 47.89%-38.6pp | 32.23%-22.9pp | 48.65%-39.3pp |
| Employer contribution / active EE | $1 | $1,357-99.9% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,345 | $2,070+13.3% | $4,871-51.9% | $3,356-30.1% |
| Admin fee / account holder | $95 | $56+68.1% | $13,028-99.3% | $70+34.4% |