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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $642,936 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $95,000 |
MARCUM LLP10+ years Service code 10 · EIN 11-1986323 | Accounting | $56,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,392 | $73,283-49.0% | $155,556-76.0% | $106,553-64.9% |
| Participation rate | 91.7% | 73.3%+18.4pp | 78.2%+13.5pp | 69.8%+21.9pp |
| Annual return | 14.67% | 15.76%-1.1pp | 64.84%-50.2pp | 17.37%-2.7pp |
| Employer contribution / active EE | $793 | $2,241-64.6% | $4,675-83.0% | $3,359-76.4% |
| Participant deferral / active EE | $4,132 | $4,567-9.5% | $5,631-26.6% | $5,562-25.7% |
| Admin fee / account holder | $60 | $56+7.8% | $15,885-99.6% | $80-24.3% |