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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $87,166-100.0% | $76,735-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | -93.81% | 26.50%-120.3pp | 29.77%-123.6pp | 220.34%-314.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |