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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-1140070 | Contract Administrator | $98,899 |
Filed as: MML INVESTORS SERVICES, LLC Service code 16 · EIN 04-1590850 | Consulting | $30,000 |
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 | $45,550 | $46,332-1.7% | $143,797-68.3% | $64,824-29.7% |
| Participation rate | 88.9% | 64.2%+24.6pp | 80.3%+8.6pp | 71.5%+17.4pp |
| Annual return | -14.54% | -10.05%-4.5pp | -0.04%-14.5pp | 32.84%-47.4pp |
| Employer contribution / active EE | $819 | $1,911-57.2% | $4,952-83.5% | $2,507-67.4% |
| Participant deferral / active EE | $4,323 | $2,647+63.3% | $5,638-23.3% | $4,311+0.3% |
| Admin fee / account holder | $141 | $154-8.3% | $14,679-99.0% | $188-24.9% |