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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $268,598 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,007 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $8,460 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,537 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,387 |
NATIONWIDE5 years Service code 13 · EIN 31-4156830 | Contract Administrator | $420 |
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 | $67,845 | $56,095+20.9% | $178,510-62.0% | $90,274-24.8% |
| Participation rate | 89.7% | 65.6%+24.2pp | 81.9%+7.8pp | 73.4%+16.4pp |
| Annual return | 15.37% | 28.81%-13.4pp | 151.13%-135.8pp | 53.97%-38.6pp |
| Employer contribution / active EE | $161 | $1,572-89.8% | $5,011-96.8% | $2,523-93.6% |
| Participant deferral / active EE | $4,793 | $2,669+79.6% | $5,202-7.9% | $4,231+13.3% |
| Admin fee / account holder | $62 | $101-38.4% | $13,988-99.6% | $114-45.6% |