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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,468 |
Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $8,048 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,441 | $44,873-56.7% | $79,466-75.5% | $56,287-65.5% |
| Participation rate | 73.9% | 68.7%+5.2pp | 73.3%+0.6pp | 69.9%+4.1pp |
| Annual return | -6.48% | 0.81%-7.3pp | 718.28%-724.8pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,979 | $2,140-7.5% | $2,800-29.3% | $2,111-6.3% |
| Participant deferral / active EE | $2,754 | $2,746+0.3% | $3,704-25.6% | $3,350-17.8% |
| Admin fee / account holder | $157 | $418-62.5% | $5,104-96.9% | $521-69.9% |