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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $51,470 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 11 · EIN 33-0785439 101 PARK AVENUE · NEW YORK, NY 10178 | Actuarial | $21,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,261 | $69,774-59.5% | $67,561-58.2% | $74,429-62.0% |
| Participation rate | 62.5% | 71.4%-8.9pp | 72.9%-10.4pp | 67.2%-4.7pp |
| Annual return | 13.29% | -40.53%+53.8pp | 3525.44%-3512.2pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,497 | $3,636+78.7% | $4,003+62.3% | $4,348+49.4% |
| Admin fee / account holder | $137 | $890-84.6% | $4,006-96.6% | $1,944-92.9% |