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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $355,368 |
PACHOT DARLENE PROF1 year Service code 55 | Other Commissions | $35,942 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,412 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,608 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $7,927 |
NATIONWIDE4 years Service code 13 · EIN 31-4156830 | Contract Administrator | $444 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,630 | $47,456+29.9% | $172,757-64.3% | $77,775-20.8% |
| Participation rate | 86.3% | 66.3%+20.0pp | 82.6%+3.6pp | 73.2%+13.1pp |
| Annual return | 17.45% | 35.57%-18.1pp | 803.06%-785.6pp | 32.58%-15.1pp |
| Employer contribution / active EE | $258 | $1,574-83.6% | $5,144-95.0% | $2,504-89.7% |
| Participant deferral / active EE | $4,371 | $2,560+70.8% | $5,198-15.9% | $3,966+10.2% |
| Admin fee / account holder | $85 | $81+5.2% | $13,956-99.4% | $100-15.0% |