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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,055 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $30,020 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,532 | $73,638+2.6% | $95,964-21.3% | $73,497+2.8% |
| Participation rate | 96.9% | 76.2%+20.7pp | 77.1%+19.8pp | 70.7%+26.2pp |
| Annual return | 11.28% | 16.78%-5.5pp | 91.64%-80.4pp | 28.51%-17.2pp |
| Employer contribution / active EE | $4,367 | $1,863+134.4% | $2,541+71.9% | $2,270+92.4% |
| Participant deferral / active EE | $4,123 | $3,617+14.0% | $4,167-1.0% | $3,740+10.3% |
| Admin fee / account holder | $150 | $482-68.8% | $6,797-97.8% | $513-70.7% |