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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 | Custodial (other than securities); Cl... | $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 | $45,900-22.9% | $94,057-62.4% | $64,340-45.0% |
| Participation rate | 44.4% | 50.6%-6.2pp | 73.3%-28.9pp | 55.2%-10.9pp |
| Annual return | 9.32% | 50.47%-41.2pp | 480.62%-471.3pp | 24.14%-14.8pp |
| Employer contribution / active EE | $2,013 | $1,612+24.9% | $2,933-31.4% | $1,862+8.1% |
| Participant deferral / active EE | $932 | $2,102-55.7% | $4,709-80.2% | $2,980-68.7% |
| Admin fee / account holder | $60 | $3,143-98.1% | $7,244-99.2% | $3,703-98.4% |