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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,252 |
Filed as: LONG AND ASSOCIATES Service code 27 · EIN 35-2009629 8388 E 116TH STREET · FISHERS, IN 46038 | Advisory (Plan) | $8,725 |
THE ROSE FINANCIAL GROUP LLC8 years Service code 15 · EIN 35-2130755 | Recordkeeping | $7,600 |
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.
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 | $26,809 | $50,860-47.3% | $155,574-82.8% | $77,714-65.5% |
| Participation rate | 42.6% | 63.1%-20.5pp | 78.2%-35.6pp | 70.6%-28.0pp |
| Annual return | 11.20% | 34.86%-23.7pp | 64.87%-53.7pp | 31.26%-20.1pp |
| Employer contribution / active EE | $1,008 | $1,991-49.4% | $4,676-78.4% | $2,727-63.0% |
| Participant deferral / active EE | $1,478 | $2,825-47.7% | $5,629-73.7% | $4,649-68.2% |
| Admin fee / account holder | $177 | $436-59.4% | $15,914-98.9% | $433-59.1% |