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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $146,932 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 17 · EIN 84-4519624 | Pension Consulting | $40,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,462 | $62,544+27.0% | $129,207-38.5% | $199,593-60.2% |
| Participation rate | 39.2% | 56.8%-17.6pp | 69.6%-30.4pp | 72.0%-32.8pp |
| Annual return | 11.51% | 16.95%-5.4pp | 9417.33%-9405.8pp | 34.25%-22.7pp |
| Employer contribution / active EE | $821 | $2,394-65.7% | $4,153-80.2% | $3,034-72.9% |
| Participant deferral / active EE | $2,261 | $3,123-27.6% | $4,168-45.7% | $5,087-55.5% |
| Admin fee / account holder | $277 | $167+65.7% | $7,715-96.4% | $269+2.9% |