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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $92,584 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $400 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $0 |
Filed as: WELLTH ADVISORY SERVICES Service code 28 · EIN 99-2539506 | Investment Management | $0 |
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 | $37,395 | $55,437-32.5% | $155,534-76.0% | $74,459-49.8% |
| Participation rate | 96.0% | 61.9%+34.1pp | 78.2%+17.8pp | 67.2%+28.8pp |
| Annual return | 16.02% | 269.58%-253.6pp | 64.92%-48.9pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $1,173 | $2,266-48.2% | $4,675-74.9% | $2,626-55.3% |
| Participant deferral / active EE | $4,623 | $2,837+62.9% | $5,630-17.9% | $4,350+6.3% |
| Admin fee / account holder | $11 | $1,742-99.4% | $15,900-99.9% | $1,945-99.4% |