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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $211,021 |
PARALLEL ADVISORS LLC2 years Filed as: PARALLEL ADVISORS Service code 26 · EIN 20-4420591 | Advisory (Participants) | $75,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,096 | $53,204-35.9% | $155,556-78.1% | $200,096-83.0% |
| Participation rate | 92.8% | 64.1%+28.7pp | 78.2%+14.6pp | 72.0%+20.8pp |
| Annual return | 15.32% | 41.02%-25.7pp | 64.84%-49.5pp | 34.26%-18.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $4,401 | $3,163+39.1% | $5,631-21.8% | $5,090-13.5% |
| Admin fee / account holder | $89 | $186-52.2% | $15,885-99.4% | $269-67.0% |