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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,942 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $9,668 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,030 | $27,632-45.6% | $61,452-75.5% | $68,486-78.1% |
| Participation rate | 78.9% | 39.5%+39.4pp | 52.6%+26.4pp | 67.9%+11.1pp |
| Annual return | -16.63% | -13.24%-3.4pp | 338.96%-355.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $19 | $696-97.3% | $1,160-98.4% | $2,597-99.3% |
| Participant deferral / active EE | $43 | $1,264-96.6% | $2,125-98.0% | $4,028-98.9% |
| Admin fee / account holder | $252 | $2,010-87.5% | $2,131-88.2% | $5,404-95.3% |