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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $328,290 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 13 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Contract Administrator | $75,182 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 13 · EIN 74-1625348 | Contract Administrator | $5,965 |
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 | $41,133 | $53,216-22.7% | $155,534-73.6% | $199,960-79.4% |
| Participation rate | 94.6% | 64.1%+30.5pp | 78.2%+16.4pp | 72.0%+22.6pp |
| Annual return | 11.00% | 41.18%-30.2pp | 64.92%-53.9pp | 34.28%-23.3pp |
| Employer contribution / active EE | $1,629 | $1,848-11.9% | $4,675-65.2% | $3,036-46.3% |
| Participant deferral / active EE | $4,954 | $3,164+56.6% | $5,630-12.0% | $5,087-2.6% |
| Admin fee / account holder | $116 | $186-37.5% | $15,900-99.3% | $269-56.9% |