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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $173,954 |
CX INSTITUTIONAL, LLC1 year Service code 27 · EIN 82-4336420 | Advisory (Plan) | $76,665 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $3,690 |
MORNINGSTAR2 years Service code 26 · EIN 36-4317385 | Advisory (Participants) | $2,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $32,244 | $104,544-69.2% | $96,544-66.6% | $80,169-59.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 13.94% | 21.79%-7.9pp | 25.88%-11.9pp | 40.39%-26.5pp |
| Employer contribution / active EE | $1,166 | $3,527-66.9% | $2,966-60.7% | $2,978-60.8% |
| Participant deferral / active EE | $3,399 | $6,170-44.9% | $4,851-29.9% | $5,016-32.2% |
| Admin fee / account holder | $137 | $107+28.3% | $8,254-98.3% | $145-5.4% |