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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 | Advisory (Participants) | $32,351 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADIVISORS Service code 26 | Advisory (Participants) | $25,733 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 26 | Advisory (Participants) | $25,733 |
NATIONWIDE8 years Service code 26 · EIN 31-4177100 | Advisory (Participants) | $12,940 |
Filed as: PLAN DESIGN CONSULTANTS INC Service code 26 3451 VIA MONTEBELLO · CARLSBAD, CA 00009 | Advisory (Participants) | $5,942 |
Filed as: PLAN DESIGN CONSULTANTS Service code 26 | Advisory (Participants) | $4,853 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 26 · EIN 35-1151034 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,876 | $50,815-45.1% | $155,509-82.1% | $77,643-64.1% |
| Participation rate | 82.8% | 63.1%+19.7pp | 78.2%+4.6pp | 70.6%+12.2pp |
| Annual return | 13.42% | 34.80%-21.4pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,573 | $1,993+29.1% | $4,672-44.9% | $2,726-5.6% |
| Participant deferral / active EE | $3,632 | $2,822+28.7% | $5,626-35.4% | $4,647-21.9% |
| Admin fee / account holder | $164 | $437-62.5% | $15,912-99.0% | $430-61.9% |