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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 49 | Other Services | $5,388 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 | Contract Administrator | $3,009 |
LINCOLN NATIONAL CORPORATION2+ years Service code 49 · EIN 35-1151034 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,692 | $43,423-43.1% | $78,676-68.6% | $55,167-55.2% |
| Participation rate | 32.9% | 68.0%-35.2pp | 73.6%-40.7pp | 69.0%-36.1pp |
| Annual return | 6.68% | 11.53%-4.8pp | 62.19%-55.5pp | 169.23%-162.6pp |
| Employer contribution / active EE | $30 | $1,997-98.5% | $2,850-98.9% | $1,963-98.5% |
| Participant deferral / active EE | $1,130 | $2,509-55.0% | $3,517-67.9% | $3,054-63.0% |
| Admin fee / account holder | $39 | $416-90.6% | $4,510-99.1% | $504-92.3% |