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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,992 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $37 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,689 | $60,323-83.9% | $81,812-88.2% | $74,495-87.0% |
| Participation rate | 58.1% | 62.9%-4.8pp | 72.3%-14.3pp | 67.2%-9.1pp |
| Annual return | 11.02% | 16.90%-5.9pp | 773.79%-762.8pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,072 | $2,620-59.1% | $2,912-63.2% | $2,623-59.1% |
| Participant deferral / active EE | $1,104 | $3,387-67.4% | $4,319-74.4% | $4,346-74.6% |
| Admin fee / account holder | $3 | $1,486-99.8% | $7,386-100.0% | $1,942-99.9% |