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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $17,182 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,037 |
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 | $81,417 | $43,550+86.9% | $63,244+28.7% | $52,331+55.6% |
| Participation rate | 85.8% | 65.7%+20.1pp | 71.0%+14.7pp | 68.1%+17.7pp |
| Annual return | 0.30% | 2.03%-1.7pp | -70.31%+70.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,476 | $1,351+9.3% | $2,322-36.4% | $1,882-21.5% |
| Participant deferral / active EE | $5,400 | $2,254+139.6% | $2,953+82.8% | $3,022+78.7% |
| Admin fee / account holder | $49 | $387-87.3% | $5,893-99.2% | $592-91.7% |