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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES ST SUITE 100 · OMAHA, NE 681302357 | Recordkeeping | $103,544 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 26 P.O. BOX 600071 · RALEIGH, NC 27675 | Advisory (Participants) | $75,000 |
NATIONWIDE10+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $12,675 |
LINCOLN NATIONAL CORPORATION7 years Filed as: LINCOLN NATIONAL CORP Service code 13 150 N RADNOR CHESTER RD · RADNOR, PA 19087 | Contract Administrator | $400 |
Filed as: EMPOWER ANNUITY INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,974 | $55,694-64.1% | $81,882-75.6% | $200,096-90.0% |
| Participation rate | 56.1% | 62.7%-6.6pp | 72.4%-16.3pp | 72.0%-15.9pp |
| Annual return | -0.32% | 19.59%-19.9pp | 779.47%-779.8pp | 34.26%-34.6pp |
| Employer contribution / active EE | $962 | $2,114-54.5% | $2,916-67.0% | $3,038-68.3% |
| Participant deferral / active EE | $1,733 | $3,299-47.5% | $4,323-59.9% | $5,090-66.0% |
| Admin fee / account holder | $58 | $348-83.5% | $7,360-99.2% | $269-78.6% |