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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP3 years Service code 10 · EIN 11-1986323 | Accounting | $20,280 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $20,057 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $8,474 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,602 | $77,523-37.3% | $100,383-51.6% | $80,874-39.9% |
| Participation rate | 95.7% | 77.0%+18.7pp | 81.5%+14.2pp | 67.6%+28.0pp |
| Annual return | 10.29% | 37.21%-26.9pp | 49.26%-39.0pp | 35.62%-25.3pp |
| Employer contribution / active EE | $987 | $2,801-64.8% | $3,944-75.0% | $2,756-64.2% |
| Participant deferral / active EE | $8,240 | $6,822+20.8% | $8,086+1.9% | $4,297+91.8% |
| Admin fee / account holder | $147 | $5,899-97.5% | $7,900-98.1% | $6,935-97.9% |