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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $122,483 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $33,750 |
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 | $59,891 | $100,272-40.3% | $170,043-64.8% | $74,460-19.6% |
| Participation rate | 99.8% | 87.4%+12.4pp | 87.0%+12.8pp | 70.7%+29.1pp |
| Annual return | 19.32% | 66.12%-46.8pp | 53.40%-34.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,756 | $4,266-35.4% | $6,790-59.4% | $2,638+4.5% |
| Participant deferral / active EE | $5,377 | $7,147-24.8% | $10,410-48.3% | $4,530+18.7% |
| Admin fee / account holder | $217 | $235-7.5% | $12,824-98.3% | $348-37.6% |