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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $57,328 |
WINNOW WEALTH, LLC2 years Service code 26 · EIN 87-2334687 | Advisory (Participants) | $35,302 |
MY BENEFITS, LLC9+ years Filed as: PB&H BENEFITS Service code 13 · EIN 74-1130599 | Contract Administrator | $30,810 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 26 · EIN 26-4311657 | Advisory (Participants) | $8,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,530 | $47,163+19.9% | $149,696-62.2% | $74,460-24.1% |
| Participation rate | 68.9% | 63.4%+5.5pp | 78.8%-9.9pp | 70.7%-1.9pp |
| Annual return | 15.48% | 22.75%-7.3pp | 134.46%-119.0pp | 34.38%-18.9pp |
| Employer contribution / active EE | $3,180 | $1,907+66.8% | $4,821-34.0% | $2,638+20.5% |
| Participant deferral / active EE | $2,513 | $2,730-8.0% | $5,682-55.8% | $4,530-44.5% |
| Admin fee / account holder | $254 | $343-25.9% | $13,212-98.1% | $348-27.0% |