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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $776,322 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $18,014 |
Annual investment return 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 | $99,631 | $103,918-4.1% | $94,677+5.2% | $80,187+24.2% |
| Participation rate | 71.5% | 85.8%-14.3pp | 80.8%-9.3pp | 72.9%-1.4pp |
| Annual return | 13.41% | 27.77%-14.4pp | 156.95%-143.5pp | 40.40%-27.0pp |
| Employer contribution / active EE | $2,523 | $3,539-28.7% | $3,673-31.3% | $2,980-15.3% |
| Participant deferral / active EE | $5,870 | $9,528-38.4% | $7,418-20.9% | $5,016+17.0% |
| Admin fee / account holder | $275 | $96+185.0% | $7,222-96.2% | $145+89.6% |