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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $545,407 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $95,000 |
MARCUM LLP9+ years Service code 10 · EIN 11-1986323 | Accounting | $7,400 |
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 | $36,231 | $59,312-38.9% | $149,740-75.8% | $103,657-65.0% |
| Participation rate | 89.5% | 70.3%+19.3pp | 78.8%+10.8pp | 73.4%+16.2pp |
| Annual return | 17.43% | 78.03%-60.6pp | 134.51%-117.1pp | 33.13%-15.7pp |
| Employer contribution / active EE | $681 | $2,187-68.9% | $4,821-85.9% | $3,216-78.8% |
| Participant deferral / active EE | $4,076 | $3,719+9.6% | $5,683-28.3% | $5,218-21.9% |
| Admin fee / account holder | $55 | $103-46.8% | $13,222-99.6% | $114-52.1% |