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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $24,345 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,598 |
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 | $84,898 | $50,385+68.5% | $75,501+12.4% | $62,293+36.3% |
| Participation rate | 78.6% | 67.7%+10.9pp | 72.4%+6.2pp | 69.5%+9.1pp |
| Annual return | 15.81% | 19.90%-4.1pp | 27.35%-11.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,171 | $1,537-23.9% | $2,352-50.2% | $2,042-42.7% |
| Participant deferral / active EE | $4,156 | $2,445+70.0% | $3,142+32.3% | $3,169+31.1% |
| Admin fee / account holder | $33 | $384-91.3% | $5,801-99.4% | $479-93.0% |