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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,339 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 13 · EIN 45-5291215 | Contract Administrator | $2,314 |
Employer 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 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 | $10,468 | $83,884-87.5% | $64,101-83.7% | $74,460-85.9% |
| Participation rate | 77.6% | 76.6%+1.0pp | 72.3%+5.3pp | 70.7%+6.8pp |
| Annual return | 15.90% | 16.57%-0.7pp | 33.72%-17.8pp | 34.38%-18.5pp |
| Employer contribution / active EE | $302 | $3,084-90.2% | $2,749-89.0% | $2,638-88.5% |
| Participant deferral / active EE | $1,814 | $3,692-50.9% | $3,881-53.3% | $4,530-60.0% |
| Admin fee / account holder | $96 | $196-51.0% | $3,070-96.9% | $348-72.4% |