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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $405,537 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,331 | $86,338-3.5% | $91,994-9.4% | $77,775+7.1% |
| Participation rate | 80.2% | 82.9%-2.8pp | 78.6%+1.5pp | 73.2%+7.0pp |
| Annual return | 19.79% | 29.65%-9.9pp | 69.04%-49.2pp | 32.58%-12.8pp |
| Employer contribution / active EE | $2,334 | $2,988-21.9% | $3,453-32.4% | $2,504-6.8% |
| Participant deferral / active EE | $4,767 | $6,908-31.0% | $5,924-19.5% | $3,966+20.2% |
| Admin fee / account holder | $216 | $79+171.6% | $7,744-97.2% | $100+115.4% |