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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORS Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,742 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,086 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 81-1806291 | Accounting | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,375 | $46,173+4.8% | $170,435-71.6% | $69,631-30.5% |
| Participation rate | 66.2% | 63.9%+2.3pp | 83.6%-17.4pp | 70.7%-4.5pp |
| Annual return | 12.91% | 21.62%-8.7pp | 205.94%-193.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $325 | $1,610-79.8% | $5,432-94.0% | $2,032-84.0% |
| Participant deferral / active EE | $1,820 | $2,080-12.5% | $4,939-63.2% | $3,224-43.6% |
| Admin fee / account holder | $245 | $116+111.4% | $13,881-98.2% | $110+121.9% |