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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.3+ years Service code 15 · EIN 58-2380163 229 FURY'S FERRY ROAD · AUGUSTA, GA 30907 | Recordkeeping | $50,146 |
ROSS LANE & COMPANY, LLC1 year Filed as: ROSS LANE & CO., LLC Service code 10 · EIN 58-1686745 | Accounting | $25,000 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $5,138 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,636 | $46,173-59.6% | $170,442-89.1% | $69,631-73.2% |
| Participation rate | 85.1% | 63.9%+21.2pp | 83.6%+1.5pp | 70.7%+14.4pp |
| Annual return | 12.66% | 21.62%-9.0pp | 205.93%-193.3pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $1,072 | $1,610-33.4% | $5,433-80.3% | $2,032-47.2% |
| Participant deferral / active EE | $1,696 | $2,080-18.5% | $4,939-65.7% | $3,224-47.4% |
| Admin fee / account holder | $120 | $116+3.7% | $13,880-99.1% | $110+8.9% |