Filed March 26, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $89,601 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,240 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,550 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $90,394 | $50,169+80.2% | $149,740-39.6% | $80,187+12.7% |
| Participation rate | 97.1% | 64.3%+32.8pp | 78.8%+18.3pp | 72.9%+24.1pp |
| Annual return | 14.97% | 29.82%-14.9pp | 134.51%-119.5pp | 40.40%-25.4pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $50 | $153-67.3% | $13,222-99.6% | $145-65.6% |