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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $26,859 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,594 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,859 | $56,438+153.1% | $76,902+85.8% | $71,529+99.7% |
| Participation rate | 82.4% | 64.3%+18.1pp | 69.6%+12.8pp | 67.9%+14.5pp |
| Annual return | 23.99% | 19.05%+4.9pp | 37.91%-13.9pp | 28.97%-5.0pp |
| Employer contribution / active EE | $1,529 | $1,864-18.0% | $2,534-39.7% | $2,590-41.0% |
| Participant deferral / active EE | $7,092 | $3,136+126.1% | $3,833+85.0% | $4,291+65.3% |
| Admin fee / account holder | $34 | $1,430-97.7% | $5,479-99.4% | $1,588-97.9% |