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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,181 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $11,904 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,083 | $43,423-53.7% | $78,676-74.5% | $55,167-63.6% |
| Participation rate | 93.3% | 68.0%+25.3pp | 73.6%+19.8pp | 69.0%+24.3pp |
| Annual return | 6.15% | 11.53%-5.4pp | 62.19%-56.0pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,878 | $1,997-6.0% | $2,850-34.1% | $1,963-4.3% |
| Participant deferral / active EE | $1,492 | $2,509-40.5% | $3,517-57.6% | $3,054-51.1% |
| Admin fee / account holder | $71 | $416-83.1% | $4,510-98.4% | $504-86.0% |