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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $3,648 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $377 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,349 | $56,540-39.2% | $185,849-81.5% | $86,821-60.4% |
| Participation rate | 81.4% | 65.5%+15.9pp | 81.7%-0.3pp | 72.3%+9.1pp |
| Annual return | 24.18% | 118.20%-94.0pp | 122.10%-97.9pp | 97.94%-73.8pp |
| Employer contribution / active EE | $811 | $1,844-56.1% | $5,169-84.3% | $2,406-66.3% |
| Participant deferral / active EE | $3,358 | $2,555+31.4% | $5,569-39.7% | $4,132-18.7% |
| Admin fee / account holder | $9 | $150-94.0% | $16,244-99.9% | $170-94.7% |