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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE ISNURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $20,413 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,420 | $50,637+31.2% | $86,581-23.3% | $62,293+6.6% |
| Participation rate | 25.1% | 67.9%-42.8pp | 73.5%-48.4pp | 69.5%-44.4pp |
| Annual return | 16.70% | 20.80%-4.1pp | 965.06%-948.4pp | 28.90%-12.2pp |
| Employer contribution / active EE | $561 | $2,075-73.0% | $2,840-80.2% | $2,042-72.5% |
| Participant deferral / active EE | $1,338 | $2,611-48.8% | $3,609-62.9% | $3,169-57.8% |
| Admin fee / account holder | $225 | $413-45.5% | $4,904-95.4% | $479-53.0% |