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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $118,312 |
BLACKBURN FINANCIAL5 years Service code 16 · EIN 45-3699214 | Consulting | $52,862 |
HUNNEX AND SHOEMAKER, INC.4 years Service code 15 · EIN 91-1072394 | Recordkeeping | $20,392 |
401K SAFE5 years Service code 15 · EIN 30-0753428 | Recordkeeping | $5,068 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,439 | $47,180-12.2% | $149,723-72.3% | $74,473-44.4% |
| Participation rate | 97.2% | 63.4%+33.8pp | 78.8%+18.5pp | 70.7%+26.5pp |
| Annual return | 17.92% | 22.75%-4.8pp | 134.50%-116.6pp | 34.36%-16.4pp |
| Employer contribution / active EE | $2,590 | $1,907+35.8% | $4,821-46.3% | $2,638-1.8% |
| Participant deferral / active EE | $4,474 | $2,730+63.9% | $5,682-21.3% | $4,530-1.2% |
| Admin fee / account holder | $180 | $343-47.5% | $13,215-98.6% | $347-48.1% |