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| Provider | Service type | Compensation |
|---|---|---|
POLLARD & ASSOCIATES, INC.2 years Filed as: POLLARD & ASSOCIATES Service code 99 · EIN 52-0909772 | Other Fees | $38,480 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 26 201 INTERNATIONAL CIRCLE, SUITE 100 · HUNT VALLEY, MD 21030 | Advisory (Participants) | $32,975 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $6,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,928 | $106,230-68.1% | $147,080-76.9% | $77,736-56.4% |
| Participation rate | 92.3% | 78.4%+13.9pp | 82.2%+10.1pp | 70.6%+21.7pp |
| Annual return | 17.78% | 56.91%-39.1pp | 420.17%-402.4pp | 31.26%-13.5pp |
| Employer contribution / active EE | $2,717 | $4,072-33.3% | $4,933-44.9% | $2,728-0.4% |
| Participant deferral / active EE | $7,973 | $8,001-0.3% | $8,066-1.2% | $4,651+71.5% |
| Admin fee / account holder | $234 | $338-30.9% | $12,989-98.2% | $433-46.1% |