Filed December 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $4,000 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,691 | $37,117-63.1% | $147,618-90.7% | $55,191-75.2% |
| Participation rate | 54.8% | 63.6%-8.8pp | 84.6%-29.8pp | 69.2%-14.3pp |
| Annual return | -1.19% | 3.44%-4.6pp | 61.98%-63.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,565-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $657 | $1,985-66.9% | $4,895-86.6% | $3,046-78.4% |
| Admin fee / account holder | $13 | $86-85.4% | $11,612-99.9% | $91-86.2% |