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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $96,560 |
WILLIAMS KEEPERS LLC5 years Filed as: WILLIAMS KEEPERS Service code 10 · EIN 43-1126847 | Accounting | $27,500 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,500 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $135 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,642 | $93,351-11.5% | $62,929+31.3% | $79,634+3.8% |
| Participation rate | 64.2% | 74.6%-10.4pp | 73.1%-8.9pp | 62.5%+1.7pp |
| Annual return | 11.65% | 14.37%-2.7pp | 1063.93%-1052.3pp | 36.46%-24.8pp |
| Employer contribution / active EE | $994 | $3,135-68.3% | $2,505-60.3% | $2,529-60.7% |
| Participant deferral / active EE | $1,939 | $3,921-50.6% | $3,888-50.1% | $3,835-49.4% |
| Admin fee / account holder | $183 | $229-20.0% | $5,065-96.4% | $1,002-81.7% |