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| Provider | Service type | Compensation |
|---|---|---|
MAULDIN & JENKINS2 years Service code 10 · EIN 58-0692043 200 GALLERIA PKWY SE STE 1700 · ATLANTA, GA 303395946 | Accounting | $9,450 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $5,777 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0114007 | Contract Administrator | $2,145 |
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 | $29,062 | $105,200-72.4% | $159,474-81.8% | $85,847-66.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.76% | 45.08%-31.3pp | 263.68%-249.9pp | 318.61%-304.8pp |
| Employer contribution / active EE | $2,153 | $3,319-35.1% | $4,831-55.4% | $2,565-16.1% |
| Participant deferral / active EE | $3,217 | $5,946-45.9% | $7,353-56.2% | $3,952-18.6% |
| Admin fee / account holder | $104 | $6,934-98.5% | $10,802-99.0% | $6,261-98.3% |