Filed October 24, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BIDWELL CONSTULTING SERVICES, INC. Service code 13 · EIN 20-3039384 | Contract Administrator | $8,078 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,505 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,924 | $46,360-48.4% | $147,617-83.8% | $52,331-54.3% |
| Participation rate | 46.1% | 64.9%-18.8pp | 84.6%-38.5pp | 68.1%-22.0pp |
| Annual return | 8.47% | 1.62%+6.9pp | 61.98%-53.5pp | 4.54%+3.9pp |
| Employer contribution / active EE | $356 | $2,126-83.3% | $5,564-93.6% | $1,882-81.1% |
| Participant deferral / active EE | $1,362 | $2,258-39.7% | $4,895-72.2% | $3,022-54.9% |
| Admin fee / account holder | $43 | $766-94.4% | $11,612-99.6% | $592-92.8% |