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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $38,689 |
MMA SECURITIES LLC2 years Service code 26 · EIN 22-3570392 | Advisory (Participants) | $10,819 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,365 | $50,820-24.5% | $155,567-75.3% | $77,671-50.6% |
| Participation rate | 38.8% | 63.1%-24.4pp | 78.2%-39.4pp | 70.6%-31.8pp |
| Annual return | 12.71% | 34.85%-22.1pp | 64.74%-52.0pp | 31.21%-18.5pp |
| Employer contribution / active EE | $603 | $1,993-69.8% | $4,674-87.1% | $2,726-77.9% |
| Participant deferral / active EE | $1,874 | $2,823-33.6% | $5,628-66.7% | $4,648-59.7% |
| Admin fee / account holder | $207 | $436-52.5% | $15,916-98.7% | $430-51.9% |