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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,456 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 1717 S CALHOUN ST PO BOX 11949 · FORT WAYNE, IN 46862 | Contract Administrator | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,852 | $41,854-59.7% | $73,836-77.2% | $52,331-67.8% |
| Participation rate | 57.3% | 66.2%-8.9pp | 73.4%-16.1pp | 68.1%-10.8pp |
| Annual return | -1.78% | 2.11%-3.9pp | 2268.06%-2269.8pp | 4.54%-6.3pp |
| Employer contribution / active EE | $409 | $1,920-78.7% | $2,787-85.3% | $1,882-78.2% |
| Participant deferral / active EE | $1,322 | $2,498-47.1% | $3,583-63.1% | $3,022-56.3% |
| Admin fee / account holder | $115 | $493-76.7% | $4,882-97.7% | $592-80.6% |