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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,549 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 49 · EIN 35-1151034 | Other Services | $15,084 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,396 | $70,983-72.7% | $78,778-75.4% | - |
| Participation rate | 67.1% | 57.2%+9.9pp | 69.2%-2.1pp | - |
| Annual return | 16.42% | 9.28%+7.1pp | 35.62%-19.2pp | - |
| Employer contribution / active EE | $461 | $665-30.6% | $1,986-76.8% | - |
| Participant deferral / active EE | $1,807 | $2,053-12.0% | $2,958-38.9% | - |
| Admin fee / account holder | $168 | $4,432-96.2% | $5,134-96.7% | - |