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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $91,418 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES,LLC Service code 27 · EIN 26-3237576 | Advisory (Plan) | $19,819 |
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).
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 | $21,978 | $46,173-52.4% | $170,435-87.1% | $69,631-68.4% |
| Participation rate | 69.4% | 63.9%+5.5pp | 83.6%-14.2pp | 70.7%-1.2pp |
| Annual return | 12.97% | 21.62%-8.6pp | 205.94%-193.0pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $264 | $1,610-83.6% | $5,432-95.1% | $2,032-87.0% |
| Participant deferral / active EE | $2,104 | $2,080+1.1% | $4,939-57.4% | $3,224-34.7% |
| Admin fee / account holder | $283 | $116+144.1% | $13,881-98.0% | $110+156.3% |