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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 46802 | Contract Administrator | $5,373 |
Service code 64 · EIN 04-2647786 OPERATIONS CO., INC. · COVINGTON, KY 41015 | Recordkeeping Fees | $542 |
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 | $56,346 | $55,453+1.6% | $170,435-66.9% | $62,293-9.5% |
| Participation rate | 62.5% | 66.4%-3.9pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 13.96% | 21.38%-7.4pp | 205.94%-192.0pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,510 | $2,164+16.0% | $5,432-53.8% | $2,042+22.9% |
| Participant deferral / active EE | $2,204 | $2,303-4.3% | $4,939-55.4% | $3,169-30.5% |
| Admin fee / account holder | $33 | $455-92.8% | $13,881-99.8% | $479-93.2% |