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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,841 |
LPL FINANCIAL1+ years Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $8,033 |
MOMENTA, INC.1+ years Filed as: MOMENTA INC Service code 15 · EIN 85-4166502 5201 GREAT AWMERICA PKWY · SANTA CLARA, CA 95054 | Recordkeeping | $3,235 |
OSAIC WEALTH INC1+ years Service code 27 PO BOX 843094 · LOS ANGELES, CA 90084 | Advisory (Plan) | $468 |
Participant contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,388 | $106,264-65.8% | $147,117-75.3% | $77,762-53.2% |
| Participation rate | 79.5% | 78.4%+1.1pp | 82.2%-2.7pp | 70.6%+8.9pp |
| Annual return | 0.00% | 56.94%-56.9pp | 420.54%-420.5pp | 31.27%-31.3pp |
| Employer contribution / active EE | $1,178 | $4,074-71.1% | $4,932-76.1% | $2,728-56.8% |
| Participant deferral / active EE | $1,735 | $8,003-78.3% | $8,065-78.5% | $4,651-62.7% |
| Admin fee / account holder | $83 | $334-75.2% | $12,993-99.4% | $433-80.9% |