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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 | $54,679-18.8% | $76,119-41.7% | $74,459-40.4% |
| Participation rate | 85.4% | 60.3%+25.1pp | 69.1%+16.4pp | 67.2%+18.2pp |
| Annual return | 13.44% | 31.90%-18.5pp | 361.25%-347.8pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $2,077 | $1,781+16.6% | $2,693-22.9% | $2,626-20.9% |
| Participant deferral / active EE | $6,617 | $3,072+115.4% | $4,259+55.4% | $4,350+52.1% |
| Admin fee / account holder | $232 | $2,238-89.6% | $6,421-96.4% | $1,945-88.1% |