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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $594,652 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $47,500 |
MARCUM LLP8+ years Service code 10 · EIN 11-1986323 | Accounting | $18,600 |
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 | $33,371 | $52,346-36.2% | $143,801-76.8% | $78,104-57.3% |
| Participation rate | 86.6% | 72.7%+13.9pp | 80.3%+6.3pp | 74.5%+12.1pp |
| Annual return | -16.31% | -14.19%-2.1pp | -0.04%-16.3pp | 10.90%-27.2pp |
| Employer contribution / active EE | $531 | $2,131-75.1% | $4,952-89.3% | $3,128-83.0% |
| Participant deferral / active EE | $3,759 | $3,800-1.1% | $5,639-33.3% | $5,089-26.1% |
| Admin fee / account holder | $61 | $63-4.2% | $14,680-99.6% | $79-23.0% |