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| Provider | Service type | Compensation |
|---|---|---|
FUST CHARLES CHAMBERS LLP3+ years Filed as: FUST CHARLES CHAMBER LLP Service code 10 · EIN 16-1226221 | Accounting | $6,000 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,033 | $46,173-54.4% | $170,435-87.7% | $69,631-69.8% |
| Participation rate | 49.8% | 63.9%-14.1pp | 83.6%-33.8pp | 70.7%-20.9pp |
| Annual return | 12.52% | 21.62%-9.1pp | 205.94%-193.4pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,175 | $2,080-43.5% | $4,939-76.2% | $3,224-63.6% |
| Admin fee / account holder | $4 | $116-96.2% | $13,881-100.0% | $110-96.0% |