Filed January 11, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES9 years Filed as: HAYS FINANCIAL GROUP Service code 26 · EIN 41-1931920 | Advisory (Participants) | $24,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,337 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,604 | $38,165-56.5% | $189,758-91.2% | $69,255-76.0% |
| Participation rate | 79.1% | 66.7%+12.4pp | 79.8%-0.7pp | 69.0%+10.1pp |
| Annual return | 11.03% | 14.65%-3.6pp | 52.62%-41.6pp | 26.73%-15.7pp |
| Employer contribution / active EE | $1,098 | $1,589-30.9% | $4,767-77.0% | $2,645-58.5% |
| Participant deferral / active EE | $1,805 | $2,073-12.9% | $5,856-69.2% | $2,890-37.5% |
| Admin fee / account holder | $55 | $714-92.3% | $20,388-99.7% | $733-92.5% |