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| Provider | Service type | Compensation |
|---|---|---|
MARVIN AND COMPANY, P.C.1+ years Filed as: MARVIN & COMPANY Service code 13 · EIN 01-4156734 | Contract Administrator | $20,723 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $3,772 |
UNUM LIFE INS. CO. OF AMERICA1+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $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 | $47,147 | $37,117+27.0% | $147,617-68.1% | $55,191-14.6% |
| Participation rate | 74.1% | 63.6%+10.5pp | 84.6%-10.5pp | 69.2%+4.9pp |
| Annual return | 1.49% | 3.44%-2.0pp | 61.98%-60.5pp | 10.78%-9.3pp |
| Employer contribution / active EE | $928 | $1,620-42.7% | $5,564-83.3% | $1,899-51.1% |
| Participant deferral / active EE | $1,565 | $1,985-21.2% | $4,895-68.0% | $3,046-48.6% |
| Admin fee / account holder | $26 | $86-69.0% | $11,612-99.8% | $91-70.8% |