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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $31,192 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,333 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,056 | $59,584+116.6% | $86,625+49.0% | $79,389+62.6% |
| Participation rate | 83.7% | 67.7%+16.0pp | 71.6%+12.1pp | 70.7%+13.0pp |
| Annual return | 13.23% | 23.15%-9.9pp | 63.52%-50.3pp | 116.89%-103.7pp |
| Employer contribution / active EE | $1,394 | $1,768-21.2% | $2,496-44.2% | $2,428-42.6% |
| Participant deferral / active EE | $5,386 | $3,036+77.4% | $3,700+45.6% | $4,046+33.1% |
| Admin fee / account holder | $39 | $604-93.5% | $5,830-99.3% | $626-93.7% |