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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 37 · EIN 35-0472300 | Loan Processing | $52,302 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,961 |
PASI, LLC1 year Service code 15 · EIN 26-1407927 | Recordkeeping | $8,200 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,501 | $53,204-65.2% | $155,556-88.1% | $200,096-90.8% |
| Participation rate | 70.9% | 64.1%+6.7pp | 78.2%-7.4pp | 72.0%-1.2pp |
| Annual return | 11.29% | 41.02%-29.7pp | 64.84%-53.5pp | 34.26%-23.0pp |
| Employer contribution / active EE | $670 | $1,850-63.8% | $4,675-85.7% | $3,038-77.9% |
| Participant deferral / active EE | $1,940 | $3,163-38.7% | $5,631-65.6% | $5,090-61.9% |
| Admin fee / account holder | $61 | $186-66.9% | $15,885-99.6% | $269-77.2% |