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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,064 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $33,270 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $9,975 |
MORNINGSTAR1 year Service code 26 · EIN 36-4317381 | Advisory (Participants) | $156 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,757 | $45,382-76.3% | $154,108-93.0% | $75,289-85.7% |
| Participation rate | 57.5% | 65.9%-8.4pp | 83.0%-25.6pp | 72.4%-15.0pp |
| Annual return | -2.20% | -0.47%-1.7pp | 735.21%-737.4pp | -0.04%-2.2pp |
| Employer contribution / active EE | $585 | $1,533-61.8% | $5,298-88.9% | $2,405-75.7% |
| Participant deferral / active EE | $60 | $2,384-97.5% | $5,081-98.8% | $3,739-98.4% |
| Admin fee / account holder | $52 | $89-42.0% | $13,411-99.6% | $102-49.3% |