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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $14,166 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72 |
Filed as: LINCOLN NATIONAL COPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,368 | $45,382+44.0% | $154,110-57.6% | $75,289-13.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | 1.55% | -0.47%+2.0pp | 735.22%-733.7pp | -0.04%+1.6pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,450 | $2,384+44.7% | $5,081-32.1% | $3,739-7.7% |
| Admin fee / account holder | $4 | $89-95.0% | $13,412-100.0% | $102-95.6% |