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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $194,512 |
CARON & BLETZER, PLLC2 years Filed as: CARSON & BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $10,475 |
NEPC, LLC4+ years Service code 16 · EIN 26-1429809 | Consulting | $8,720 |
MORNINGSTAR1 year Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,629 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,807 | $45,382-18.9% | $154,111-76.1% | $75,289-51.1% |
| Participation rate | 73.0% | 65.9%+7.1pp | 83.0%-10.0pp | 72.4%+0.6pp |
| Annual return | -2.75% | -0.47%-2.3pp | 735.18%-737.9pp | -0.04%-2.7pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,881 | $2,384+20.8% | $5,081-43.3% | $3,739-22.9% |
| Admin fee / account holder | $95 | $89+6.3% | $13,411-99.3% | $102-7.1% |