Filed June 26, 2020 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ARNERICH MASSENA1+ years Filed as: ARNERICH, MASSENA & ASSOCIATES Service code 26 · EIN 93-1119723 | Advisory (Participants) | $46,000 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,919 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,771 | $46,516-8.1% | $147,618-71.0% | $69,651-38.6% |
| Participation rate | 89.1% | 65.8%+23.3pp | 84.6%+4.5pp | 66.6%+22.5pp |
| Annual return | 1.87% | 9.48%-7.6pp | 61.98%-60.1pp | 53.77%-51.9pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,461 | $2,719+100.8% | $4,895+11.6% | $3,635+50.2% |
| Admin fee / account holder | $5 | $45-88.3% | $11,612-100.0% | $63-91.7% |