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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,508 | $44,897-96.6% | $84,966-98.2% | $199,593-99.2% |
| Participation rate | 17.0% | 45.7%-28.7pp | 67.5%-50.5pp | 72.0%-55.0pp |
| Annual return | 15.29% | 20.96%-5.7pp | 66.38%-51.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $9 | $2,668-99.7% | $4,519-99.8% | $5,087-99.8% |
| Admin fee / account holder | $73 | $584-87.5% | $6,149-98.8% | $269-72.7% |