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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-1140070 | Contract Administrator | $98,872 |
Filed as: MML INVESTORS SERVICES, LLC Service code 16 · EIN 04-1590850 | Consulting | $30,000 |
AAFCPAS, INC.1 year Filed as: AAFCPA Service code 10 · EIN 04-2571780 50 WASHINGTON STREET · WESTBOROUGH, MA 01581 | Accounting | $8,510 |
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 | $55,473 | $47,163+17.6% | $149,696-62.9% | $74,460-25.5% |
| Participation rate | 85.5% | 63.4%+22.1pp | 78.8%+6.7pp | 70.7%+14.8pp |
| Annual return | 16.14% | 22.75%-6.6pp | 134.46%-118.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $794 | $1,907-58.4% | $4,821-83.5% | $2,638-69.9% |
| Participant deferral / active EE | $4,685 | $2,730+71.6% | $5,682-17.5% | $4,530+3.4% |
| Admin fee / account holder | $155 | $343-54.7% | $13,212-98.8% | $348-55.3% |