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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,926 |
THE BANK OF NEW YORK MELLON6 years Filed as: PERSHING, YOAKLEY & ASSOCIATES, PC Service code 10 · EIN 62-1517792 | Accounting | $22,300 |
GAVION, LLC1 year Service code 27 · EIN 46-2642087 | Advisory (Plan) | $6,125 |
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 | $109,815 | $61,166+79.5% | $185,849-40.9% | $79,391+38.3% |
| Participation rate | 73.8% | 66.6%+7.2pp | 81.7%-7.9pp | 70.7%+3.1pp |
| Annual return | 14.81% | 19.45%-4.6pp | 122.10%-107.3pp | 116.88%-102.1pp |
| Employer contribution / active EE | $4,340 | $2,321+87.0% | $5,169-16.0% | $2,428+78.8% |
| Participant deferral / active EE | $7,847 | $2,789+181.4% | $5,569+40.9% | $4,046+93.9% |
| Admin fee / account holder | $298 | $710-58.0% | $16,244-98.2% | $627-52.4% |