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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL SERVICES Service code 55 | Other Commissions | $40,069 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC Service code 13 | Contract Administrator | $10,000 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $1,260 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Filed as: LINCOLN SECURITES Service code 55 1 GRANITE PLACE · CONCORD, NH 03301 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,707 | $91,198+200.1% | $178,503+53.3% | $79,856+242.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.78% | 24.20%-6.4pp | 151.12%-133.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $6,967 | $3,257+114.0% | $5,011+39.0% | $2,471+181.9% |
| Participant deferral / active EE | $6,245 | $3,237+92.9% | $5,202+20.0% | $3,741+66.9% |
| Admin fee / account holder | $284 | $6,748-95.8% | $13,987-98.0% | $5,306-94.7% |