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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $380,551 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $75,000 |
DOEREN MAYHEW4 years Filed as: DOEREN MAYHEW & CO Service code 10 · EIN 38-2492570 | Accounting | $35,768 |
Filed as: THE LINCOLN NATIONAL LIFE INSURANCE Service code 10 · EIN 35-0472300 | Accounting | $3,595 |
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 | $70,317 | $105,190-33.2% | $98,920-28.9% | $90,274-22.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 12.30% | 18.52%-6.2pp | 196.47%-184.2pp | 53.97%-41.7pp |
| Employer contribution / active EE | $1,943 | $3,831-49.3% | $2,689-27.8% | $2,523-23.0% |
| Participant deferral / active EE | $4,288 | $5,616-23.6% | $4,245+1.0% | $4,231+1.4% |
| Admin fee / account holder | $90 | $97-7.6% | $6,643-98.6% | $114-21.2% |