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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC1+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $30,000 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,869 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,616 | $67,166-69.3% | $57,356-64.1% | $55,191-62.6% |
| Participation rate | 95.6% | 77.7%+17.9pp | 75.1%+20.5pp | 69.2%+26.4pp |
| Annual return | 0.99% | 4.22%-3.2pp | 24.41%-23.4pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,616 | $2,812-42.5% | $2,689-39.9% | $1,899-14.9% |
| Participant deferral / active EE | $980 | $2,835-65.4% | $3,162-69.0% | $3,046-67.8% |
| Admin fee / account holder | $44 | $44+1.7% | $3,357-98.7% | $91-51.2% |