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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,976 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $13,051 |
BAKER TILLY US, LLP6 years Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $10,195 |
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 | $27,054 | $73,532-63.2% | $178,505-84.8% | $74,478-63.7% |
| Participation rate | 89.3% | 66.6%+22.7pp | 77.1%+12.2pp | 67.2%+22.1pp |
| Annual return | 11.84% | 17.49%-5.7pp | 27.16%-15.3pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $1,090 | $2,221-50.9% | $3,955-72.5% | $2,626-58.5% |
| Participant deferral / active EE | $3,839 | $4,519-15.0% | $6,280-38.9% | $4,350-11.8% |
| Admin fee / account holder | $236 | $1,813-87.0% | $10,428-97.7% | $1,946-87.9% |