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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $22,282 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $14,426 |
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 | $44,378 | $54,558-18.7% | $76,051-41.6% | $74,400-40.4% |
| Participation rate | 85.4% | 60.3%+25.1pp | 69.1%+16.4pp | 67.2%+18.2pp |
| Annual return | 13.44% | 31.83%-18.4pp | 360.42%-347.0pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $2,077 | $1,778+16.9% | $2,690-22.8% | $2,624-20.8% |
| Participant deferral / active EE | $6,617 | $3,065+115.9% | $4,257+55.4% | $4,348+52.2% |
| Admin fee / account holder | $232 | $2,232-89.6% | $6,416-96.4% | $1,944-88.0% |