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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $26,975 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,963 |
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 | $112,351 | $50,199+123.8% | $69,890+60.8% | $66,949+67.8% |
| Participation rate | 82.9% | 66.3%+16.6pp | 70.5%+12.5pp | 69.8%+13.1pp |
| Annual return | -14.63% | -13.85%-0.8pp | 190.84%-205.5pp | 1.57%-16.2pp |
| Employer contribution / active EE | $1,479 | $1,864-20.7% | $2,560-42.2% | $2,545-41.9% |
| Participant deferral / active EE | $5,933 | $3,112+90.6% | $3,848+54.2% | $4,239+40.0% |
| Admin fee / account holder | $42 | $600-93.0% | $6,267-99.3% | $594-93.0% |