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| Provider | Service type | Compensation |
|---|---|---|
HOLLAND & KNIGHT2 years Filed as: HOLLAND FINANCIAL SERVICES Service code 27 1 HUNTINGTON RD, STE 804 · ATHENS, GA 30606 | Advisory (Plan) | $7,224 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,469 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,989 | $98,750-77.7% | $149,696-85.3% | $79,858-72.5% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 10.25% | 27.43%-17.2pp | 276.60%-266.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,559 | $5,680-55.0% | $6,842-62.6% | $3,740-31.6% |
| Admin fee / account holder | $188 | $6,053-96.9% | $9,309-98.0% | $5,306-96.5% |