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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,013 |
LINCOLN NATIONAL CORPORATION2+ 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.
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 | $17,322 | $43,423-60.1% | $78,676-78.0% | $55,167-68.6% |
| Participation rate | 53.8% | 68.0%-14.2pp | 73.6%-19.7pp | 69.0%-15.1pp |
| Annual return | 5.64% | 11.53%-5.9pp | 62.19%-56.5pp | 169.23%-163.6pp |
| Employer contribution / active EE | $406 | $1,997-79.7% | $2,850-85.8% | $1,963-79.3% |
| Participant deferral / active EE | $1,399 | $2,509-44.2% | $3,517-60.2% | $3,054-54.2% |
| Admin fee / account holder | $120 | $416-71.1% | $4,510-97.3% | $504-76.1% |