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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $28,603 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $420 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $316 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $75 |
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 | $55,169 | $55,453-0.5% | $170,435-67.6% | $62,293-11.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.25% | 21.38%-6.1pp | 205.94%-190.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,107 | $2,164-48.8% | $5,432-79.6% | $2,042-45.8% |
| Participant deferral / active EE | $4,287 | $2,303+86.2% | $4,939-13.2% | $3,169+35.3% |
| Admin fee / account holder | $175 | $455-61.6% | $13,881-98.7% | $479-63.5% |