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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,318 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $29,979 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,274 | $84,936-11.4% | $111,303-32.4% | $79,393-5.2% |
| Participation rate | 90.9% | 75.9%+15.1pp | 77.3%+13.6pp | 70.7%+20.2pp |
| Annual return | 12.39% | 17.45%-5.1pp | 54.66%-42.3pp | 116.87%-104.5pp |
| Employer contribution / active EE | $4,115 | $1,979+107.9% | $2,731+50.7% | $2,428+69.5% |
| Participant deferral / active EE | $2,568 | $3,888-34.0% | $4,487-42.8% | $4,046-36.5% |
| Admin fee / account holder | $149 | $537-72.3% | $7,966-98.1% | $627-76.3% |