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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $53,731 |
QBI, LLC2 years Service code 15 · EIN 26-2768667 | Recordkeeping | $9,025 |
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 | $35,362 | $40,479-12.6% | $78,210-54.8% | $62,293-43.2% |
| Participation rate | 81.8% | 54.6%+27.2pp | 68.7%+13.1pp | 69.5%+12.3pp |
| Annual return | 14.84% | 66.31%-51.5pp | 40.90%-26.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $975 | $1,024-4.8% | $2,034-52.1% | $2,042-52.3% |
| Participant deferral / active EE | $2,627 | $1,718+53.0% | $2,823-6.9% | $3,169-17.1% |
| Admin fee / account holder | $276 | $376-26.5% | $3,758-92.6% | $479-42.3% |