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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Contract Administrator | $17,314 |
THE ROSE FINANCIAL GROUP LLC2 years Service code 15 · EIN 35-2130755 6602 E 75TH ST · INDIANAPOLIS, IN 46250 | Recordkeeping | $5,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,828 | $47,977-56.6% | $154,108-86.5% | $56,289-63.0% |
| Participation rate | 54.4% | 66.2%-11.8pp | 83.0%-28.6pp | 69.9%-15.4pp |
| Annual return | 9.13% | 3.54%+5.6pp | 735.21%-726.1pp | -9.96%+19.1pp |
| Employer contribution / active EE | $2,475 | $2,169+14.1% | $5,298-53.3% | $2,111+17.2% |
| Participant deferral / active EE | $1,040 | $2,392-56.5% | $5,081-79.5% | $3,350-69.0% |
| Admin fee / account holder | $96 | $438-78.2% | $13,411-99.3% | $521-81.6% |