Filed December 17, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $300,301 |
CLARK NUBER4 years Service code 10 · EIN 91-1194016 | Accounting | $42,900 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,626 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,016 | $55,694-12.0% | $81,844-40.1% | $199,960-75.5% |
| Participation rate | 64.9% | 62.7%+2.2pp | 72.4%-7.5pp | 72.0%-7.1pp |
| Annual return | 14.75% | 19.59%-4.8pp | 778.87%-764.1pp | 34.28%-19.5pp |
| Employer contribution / active EE | $2,268 | $2,114+7.3% | $2,916-22.2% | $3,036-25.3% |
| Participant deferral / active EE | $4,010 | $3,299+21.6% | $4,323-7.3% | $5,087-21.2% |
| Admin fee / account holder | $174 | $348-50.1% | $7,355-97.6% | $269-35.4% |