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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $475 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING, INC Service code 49 500 SILVER SPUR ROAD STE 300 · ROLLING HILLS ESTATE, CA 90275 | 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,804 | $23,385+18.9% | $69,182-59.8% | $57,658-51.8% |
| Participation rate | 11.4% | 37.9%-26.5pp | 55.1%-43.8pp | 70.2%-58.9pp |
| Annual return | 6.28% | -659.34%+665.6pp | -21.93%+28.2pp | 5.13%+1.1pp |
| Employer contribution / active EE | $41 | $422-90.3% | $1,206-96.6% | $1,974-97.9% |
| Participant deferral / active EE | $338 | $843-59.9% | $1,897-82.2% | $3,061-88.9% |
| Admin fee / account holder | $10 | $82-88.4% | $2,697-99.6% | $95-90.0% |