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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084397 | Accounting | $18,500 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,052 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,169 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,418 | $76,107-78.4% | $96,576-83.0% | $71,495-77.0% |
| Participation rate | 78.2% | 74.4%+3.8pp | 76.0%+2.2pp | 67.9%+10.3pp |
| Annual return | 11.33% | 22.81%-11.5pp | 25.87%-14.5pp | 28.85%-17.5pp |
| Employer contribution / active EE | $2,079 | $2,247-7.5% | $2,965-29.9% | $2,589-19.7% |
| Participant deferral / active EE | $2,595 | $4,218-38.5% | $4,851-46.5% | $4,291-39.5% |
| Admin fee / account holder | $154 | $2,708-94.3% | $8,253-98.1% | $1,588-90.3% |