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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $612,175 |
PREFERRED RESOURCE SOLUTIONS10+ years Service code 16 · EIN 27-3254630 5088 CORPORATE EXCHANGE BLVD · GRAND RAPIDS, MI 49512 | Consulting | $460,494 |
Service code 26 · EIN 82-3226180 | Advisory (Participants) | $14,110 |
MILLER CPA1 year Filed as: MILLER CPA, PLLC Service code 10 · EIN 82-1430242 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,508 | $45,022-96.7% | $85,240-98.2% | $200,096-99.2% |
| Participation rate | 17.0% | 45.8%-28.8pp | 67.5%-50.5pp | 72.0%-55.0pp |
| Annual return | 15.29% | 21.00%-5.7pp | 66.75%-51.5pp | 34.26%-19.0pp |
| Employer contribution / active EE | $0 | $1,374-100.0% | $2,735-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $9 | $2,682-99.7% | $4,527-99.8% | $5,090-99.8% |
| Admin fee / account holder | $73 | $585-87.5% | $6,165-98.8% | $269-72.8% |