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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,187 |
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $29,999 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,941 | $72,303-12.9% | $86,698-27.4% | $64,819-2.9% |
| Participation rate | 71.7% | 80.4%-8.7pp | 76.6%-4.9pp | 71.5%+0.2pp |
| Annual return | -12.84% | 392.77%-405.6pp | 35.95%-48.8pp | 32.84%-45.7pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,577 | $4,660-23.2% | $4,656-23.2% | $4,311-17.0% |
| Admin fee / account holder | $159 | $174-8.7% | $7,493-97.9% | $188-15.4% |