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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $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 | $38,006+137.6% | $161,489-44.1% | $89,670+0.7% |
| Participation rate | 100.0% | 55.7%+44.3pp | 78.7%+21.3pp | 71.2%+28.8pp |
| Annual return | 12.04% | 51.85%-39.8pp | 89.72%-77.7pp | 19.66%-7.6pp |
| Employer contribution / active EE | $53 | $1,536-96.5% | $4,268-98.8% | $4,041-98.7% |
| Participant deferral / active EE | $9,342 | $1,865+400.8% | $5,630+65.9% | $3,962+135.8% |
| Admin fee / account holder | $127 | $249-49.1% | $16,006-99.2% | $352-64.0% |