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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,389 |
Filed as: SNOWDEN CAPITAL ADVISORS, LLC Service code 16 · EIN 45-0997570 | Consulting | $5,479 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,296 | $68,408-61.6% | $57,196-54.0% | $57,658-54.4% |
| Participation rate | 97.9% | 79.1%+18.8pp | 75.3%+22.6pp | 70.2%+27.7pp |
| Annual return | 8.11% | 8.51%-0.4pp | 14.59%-6.5pp | 5.13%+3.0pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,815 | $2,903-37.5% | $3,096-41.4% | $3,061-40.7% |
| Admin fee / account holder | $21 | $70-70.0% | $3,141-99.3% | $95-77.9% |