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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $763,880 |
PREFERRED RESOURCE SOLUTIONS9+ years Service code 16 · EIN 27-3254630 5088 CORPORATE EXCHANGE BLVD · GRAND RAPIDS, MI 49512 | Consulting | $423,172 |
Service code 10 · EIN 38-2426290 | Accounting | $13,510 |
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 | $1,426 | $40,278-96.5% | $80,627-98.2% | $80,157-98.2% |
| Participation rate | 27.4% | 47.5%-20.2pp | 67.0%-39.6pp | 72.9%-45.6pp |
| Annual return | 19.18% | 50.86%-31.7pp | 936.76%-917.6pp | 40.39%-21.2pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,723-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $7 | $2,696-99.7% | $4,443-99.8% | $5,015-99.9% |
| Admin fee / account holder | $80 | $210-62.0% | $5,381-98.5% | $145-44.9% |