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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $51,254 |
STEVENS DOWD & COMPANY1 year Filed as: STEVENS DOWD & COMPANY DBA BENEFIT Service code 15 · EIN 81-4671785 | Recordkeeping | $8,012 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,848 | $58,895+3.3% | $178,503-65.9% | $73,497-17.2% |
| Participation rate | 84.2% | 66.2%+17.9pp | 81.9%+2.2pp | 70.7%+13.5pp |
| Annual return | 16.05% | 24.86%-8.8pp | 151.12%-135.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $3,756 | $2,236+68.0% | $5,011-25.0% | $2,270+65.5% |
| Participant deferral / active EE | $2,444 | $2,567-4.8% | $5,202-53.0% | $3,740-34.6% |
| Admin fee / account holder | $286 | $400-28.6% | $13,987-98.0% | $513-44.3% |