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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,308 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $1,572 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $1,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,374 | $56,317-37.2% | $71,209-50.3% | $74,304-52.4% |
| Participation rate | 44.4% | 55.1%-10.7pp | 73.8%-29.4pp | 60.3%-16.0pp |
| Annual return | 9.32% | 42.83%-33.5pp | 282.51%-273.2pp | 29.43%-20.1pp |
| Employer contribution / active EE | $2,013 | $2,160-6.8% | $2,721-26.0% | $2,241-10.2% |
| Participant deferral / active EE | $932 | $2,788-66.6% | $4,175-77.7% | $3,767-75.3% |
| Admin fee / account holder | $60 | $2,290-97.4% | $5,349-98.9% | $2,969-98.0% |