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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,374 | $47,105-24.9% | $68,368-48.3% | $67,986-48.0% |
| Participation rate | 44.4% | 51.8%-7.4pp | 73.8%-29.4pp | 57.2%-12.8pp |
| Annual return | 9.32% | 48.37%-39.1pp | 292.57%-283.3pp | 31.67%-22.3pp |
| Employer contribution / active EE | $2,013 | $1,859+8.3% | $2,649-24.0% | $2,019-0.3% |
| Participant deferral / active EE | $932 | $2,374-60.7% | $4,123-77.4% | $3,358-72.2% |
| Admin fee / account holder | $60 | $2,435-97.5% | $5,150-98.8% | $3,203-98.1% |