Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL11+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $46,241 |
M3 ADVISORY GROUP11+ years Service code 27 · EIN 11-3769499 | Advisory (Plan) | $46,241 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $1,518 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.