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| Provider | Service type | Compensation |
|---|---|---|
THE ROSE FINANCIAL GROUP LLC4+ years Service code 15 · EIN 35-2130755 | Recordkeeping | $1,889 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,522 | $72,492-46.9% | $87,100-55.8% | $72,985-47.2% |
| Participation rate | 47.3% | 72.8%-25.5pp | 76.9%-29.6pp | 69.5%-22.2pp |
| Annual return | 17.86% | 24.46%-6.6pp | 28.19%-10.3pp | 81.00%-63.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,417 | $3,270-26.1% | $4,049-40.3% | $3,607-33.0% |
| Admin fee / account holder | $43 | $5,055-99.1% | $7,497-99.4% | $5,124-99.2% |