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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $742,271 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $17,325 |
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 | $93,087 | $108,617-14.3% | $108,421-14.1% | $93,010+0.1% |
| Participation rate | 71.9% | 83.1%-11.3pp | 80.1%-8.3pp | 73.9%-2.0pp |
| Annual return | 17.06% | 21.63%-4.6pp | 905.61%-888.6pp | 158.70%-141.6pp |
| Employer contribution / active EE | $2,171 | $3,249-33.2% | $3,560-39.0% | $2,705-19.8% |
| Participant deferral / active EE | $4,862 | $7,885-38.3% | $6,564-25.9% | $4,561+6.6% |
| Admin fee / account holder | $258 | $94+175.4% | $7,298-96.5% | $152+69.8% |