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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $7,862 |
PANAGIOTU PENSION ADVISORS, INC.2 years Filed as: PANAGIOTU PENSION ADVISORS Service code 15 · EIN 91-1463664 | Recordkeeping | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,008 | $78,422-37.5% | $95,952-48.9% | $79,858-38.6% |
| Participation rate | 52.3% | 73.5%-21.2pp | 77.1%-24.8pp | 69.6%-17.4pp |
| Annual return | 17.09% | 19.37%-2.3pp | 91.61%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,616 | $1,945-16.9% | $2,541-36.4% | $2,471-34.6% |
| Participant deferral / active EE | $4,764 | $3,440+38.5% | $4,167+14.3% | $3,740+27.4% |
| Admin fee / account holder | $115 | $5,622-98.0% | $6,795-98.3% | $5,306-97.8% |