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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $40,715 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 11 · EIN 33-0785439 101 PARK AVENUE · NEW YORK, NY 10178 | Actuarial | $16,119 |
Employer contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,741 | $83,884-71.7% | $64,099-63.0% | $74,440-68.1% |
| Participation rate | 71.2% | 76.6%-5.4pp | 72.3%-1.1pp | 70.7%+0.4pp |
| Annual return | 23.06% | 16.57%+6.5pp | 33.70%-10.6pp | 34.37%-11.3pp |
| Employer contribution / active EE | $62 | $3,084-98.0% | $2,748-97.7% | $2,638-97.6% |
| Participant deferral / active EE | $4,358 | $3,692+18.1% | $3,881+12.3% | $4,529-3.8% |
| Admin fee / account holder | $109 | $196-44.5% | $3,070-96.5% | $348-68.7% |