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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $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 commissions and ... | $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 | $84,045-1.7% | $77,361+6.8% | $69,255+19.3% |
| Participation rate | 64.2% | 71.8%-7.6pp | 75.0%-10.8pp | 69.0%-4.8pp |
| Annual return | 11.65% | 12.46%-0.8pp | 1011.54%-999.9pp | 26.73%-15.1pp |
| Employer contribution / active EE | $994 | $2,954-66.3% | $2,990-66.7% | $2,645-62.4% |
| Participant deferral / active EE | $1,939 | $3,349-42.1% | $3,911-50.4% | $2,890-32.9% |
| Admin fee / account holder | $183 | $239-23.3% | $5,894-96.9% | $733-75.0% |