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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $603,854 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $120 |
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
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 | $90,284 | $36,773+145.5% | $189,758-52.4% | $85,660+5.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 79.8%+20.2pp | 74.8%+25.2pp |
| Annual return | 12.04% | 55.47%-43.4pp | 52.62%-40.6pp | 19.52%-7.5pp |
| Employer contribution / active EE | $53 | $1,536-96.5% | $4,767-98.9% | $4,199-98.7% |
| Participant deferral / active EE | $9,342 | $1,800+419.1% | $5,856+59.5% | $3,518+165.5% |
| Admin fee / account holder | $127 | $132-3.7% | $20,388-99.4% | $224-43.4% |