Filed September 23, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $41,819 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 27 2850 WEST GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $22,400 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 C/O GALLAGHER RETIREMENT SERVICES · WHITE PLAINS, NY 106043408 | Advisory (Plan) | $5,600 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $350 |
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 | $38,424 | $62,928-38.9% | $172,753-77.8% | $67,582-43.1% |
| Participation rate | 90.5% | 64.5%+26.0pp | 82.6%+7.9pp | 71.3%+19.2pp |
| Annual return | 20.34% | 30.36%-10.0pp | 803.00%-782.7pp | 378.57%-358.2pp |
| Employer contribution / active EE | $1,063 | $1,636-35.0% | $5,144-79.3% | $2,148-50.5% |
| Participant deferral / active EE | $3,485 | $2,145+62.5% | $5,198-33.0% | $3,539-1.5% |
| Admin fee / account holder | $75 | $167-55.0% | $13,956-99.5% | $142-47.3% |