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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $46,337 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $144 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $65 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,926 | $47,456+41.0% | $172,757-61.3% | $77,775-13.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 6.30% | 35.57%-29.3pp | 803.06%-796.8pp | 32.58%-26.3pp |
| Employer contribution / active EE | $14 | $1,574-99.1% | $5,144-99.7% | $2,504-99.4% |
| Participant deferral / active EE | $6,833 | $2,560+166.9% | $5,198+31.5% | $3,966+72.3% |
| Admin fee / account holder | $11 | $81-86.2% | $13,956-99.9% | $100-88.9% |