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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,748 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY Service code 21 · EIN 33-0818667 | Bank Trustee | $9,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,927 | $77,816+25.8% | $123,549-20.7% | $64,181+52.6% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.3%+8.4pp | 69.6%+21.1pp |
| Annual return | -6.78% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,368 | $3,014+11.8% | $4,628-27.2% | $2,381+41.5% |
| Participant deferral / active EE | $7,839 | $5,240+49.6% | $6,426+22.0% | $3,470+126.0% |
| Admin fee / account holder | $250 | $5,519-95.5% | $9,284-97.3% | $4,887-94.9% |