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| Provider | Service type | Compensation |
|---|---|---|
MONROE SWEERIS & TROMP PLC4 years Filed as: MONROE, SWEERIS & TROMP PLC Service code 10 · EIN 38-2621598 | Accounting | $8,500 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $7,957 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,371 | $79,209-78.1% | $102,434-83.0% | $74,459-76.7% |
| Participation rate | 73.1% | 74.8%-1.6pp | 76.5%-3.4pp | 67.2%+5.9pp |
| Annual return | 10.37% | 54.98%-44.6pp | 29.46%-19.1pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $933 | $2,362-60.5% | $3,023-69.1% | $2,626-64.5% |
| Participant deferral / active EE | $1,211 | $4,417-72.6% | $5,055-76.0% | $4,350-72.2% |
| Admin fee / account holder | $134 | $2,002-93.3% | $9,462-98.6% | $1,945-93.1% |