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| Provider | Service type | Compensation |
|---|---|---|
ARKADIOS CAPITAL3 years Filed as: ARKADIOS WEALTH Service code 26 · EIN 82-1659517 | Advisory (Participants) | $50,125 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $45,854 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $25,850 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,388 | $99,201-19.0% | $96,544-16.7% | $74,473+7.9% |
| Participation rate | 97.8% | 80.7%+17.2pp | 76.0%+21.9pp | 70.7%+27.1pp |
| Annual return | 19.37% | 22.40%-3.0pp | 25.88%-6.5pp | 34.36%-15.0pp |
| Employer contribution / active EE | $2,979 | $2,570+15.9% | $2,966+0.4% | $2,638+12.9% |
| Participant deferral / active EE | $8,666 | $4,938+75.5% | $4,851+78.6% | $4,530+91.3% |
| Admin fee / account holder | $251 | $225+11.7% | $8,254-97.0% | $347-27.6% |