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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $39,611 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $29,999 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,317 | $73,404+23.0% | $87,104+3.7% | $67,579+33.6% |
| Participation rate | 92.9% | 80.9%+12.1pp | 76.9%+16.1pp | 71.3%+21.6pp |
| Annual return | 19.64% | 48.29%-28.7pp | 28.19%-8.6pp | 378.56%-358.9pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,318 | $3,913-15.2% | $4,048-18.0% | $3,539-6.2% |
| Admin fee / account holder | $174 | $142+22.6% | $7,491-97.7% | $142+22.0% |