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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $140,799 |
MERCER1 year Service code 15 · EIN 46-3050364 | Recordkeeping | $44,538 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 10 · EIN 52-0783935 | Accounting | $7,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,356 | $43,717-35.1% | $81,473-65.2% | $77,958-63.6% |
| Participation rate | 94.4% | 42.5%+51.9pp | 68.0%+26.5pp | 71.6%+22.8pp |
| Annual return | 16.67% | 23.83%-7.2pp | 38.78%-22.1pp | 20.87%-4.2pp |
| Employer contribution / active EE | $1,341 | $919+45.9% | $2,568-47.8% | $2,310-42.0% |
| Participant deferral / active EE | $2,228 | $1,783+25.0% | $3,537-37.0% | $3,537-37.0% |
| Admin fee / account holder | $74 | $108-31.2% | $4,561-98.4% | $97-23.8% |