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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $393,896 |
Service code 13 · EIN 94-1606517 | Contract Administrator | $14,321 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,694 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,665 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $7,227 |
NATIONWIDE7 years Service code 13 · EIN 31-4156830 | Contract Administrator | $336 |
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 | $57,828 | $45,000+28.5% | $143,801-59.8% | $77,906-25.8% |
| Participation rate | 94.2% | 66.8%+27.4pp | 80.3%+13.9pp | 73.7%+20.5pp |
| Annual return | -14.52% | 29.03%-43.5pp | -0.04%-14.5pp | 12.16%-26.7pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $5,177 | $3,157+64.0% | $5,639-8.2% | $4,805+7.7% |
| Admin fee / account holder | $80 | $98-19.1% | $14,680-99.5% | $133-39.9% |