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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,053 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 02-0275490 | Other Services | $2,577 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $48,766 | $43,550+12.0% | $63,244-22.9% | $52,331-6.8% |
| Participation rate | 95.0% | 65.7%+29.3pp | 71.0%+24.0pp | 68.1%+26.9pp |
| Annual return | -0.79% | 2.03%-2.8pp | -70.31%+69.5pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,337 | $1,351-1.0% | $2,322-42.4% | $1,882-28.9% |
| Participant deferral / active EE | $4,080 | $2,254+81.0% | $2,953+38.1% | $3,022+35.0% |
| Admin fee / account holder | $13 | $387-96.7% | $5,893-99.8% | $592-97.8% |