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| Provider | Service type | Compensation |
|---|---|---|
POLLARD & ASSOCIATES, INC.3 years Filed as: POLLARD & ASSOCIATES Service code 99 · EIN 52-0909772 | Other Fees | $17,785 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $11,708 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 26 201 INTERNATIONAL CIRCLE, SUITE 100 · HUNT VALLEY, MD 21030 | Advisory (Participants) | $9,982 |
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 | $43,143 | $110,483-61.0% | $145,433-70.3% | $79,634-45.8% |
| Participation rate | 88.1% | 71.1%+17.0pp | 82.1%+6.0pp | 62.5%+25.6pp |
| Annual return | 17.07% | 24.62%-7.5pp | 66.58%-49.5pp | 36.46%-19.4pp |
| Employer contribution / active EE | $1,494 | $4,053-63.1% | $4,554-67.2% | $2,529-40.9% |
| Participant deferral / active EE | $6,293 | $7,216-12.8% | $7,897-20.3% | $3,835+64.1% |
| Admin fee / account holder | $241 | $680-64.5% | $13,129-98.2% | $1,002-75.9% |