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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $18,252 |
PISETI & BRINKER, LLP1 year Service code 10 3562 ROUND BARN CIRCLE, SUITE 300 · SANTA ROSA, CA 95403 | Accounting | $8,144 |
THE RYDING COMPANY2 years Service code 15 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Recordkeeping | $2,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $423,968 | $98,776+329.2% | $149,745+183.1% | $79,856+430.9% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.5%-82.5pp | 69.6%-69.6pp |
| Annual return | 15.30% | 27.38%-12.1pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,071 | $5,681-63.6% | $6,843-69.7% | $3,741-44.6% |
| Admin fee / account holder | $3,606 | $6,053-40.4% | $9,312-61.3% | $5,306-32.0% |