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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $125,476 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $26,756 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $11,316 | $148,970-92.4% | $133,698-91.5% | $200,096-94.3% |
| Participation rate | 83.4% | 79.4%+4.0pp | 76.4%+7.0pp | 72.0%+11.4pp |
| Annual return | 15.26% | 27.07%-11.8pp | 580.90%-565.6pp | 34.26%-19.0pp |
| Employer contribution / active EE | $251 | $3,561-92.9% | $4,218-94.0% | $3,038-91.7% |
| Participant deferral / active EE | $2,305 | $6,140-62.5% | $7,016-67.1% | $5,090-54.7% |
| Admin fee / account holder | $79 | $144-44.9% | $6,703-98.8% | $269-70.6% |