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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,774 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 27 | Advisory (Plan) | $8,032 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 27 · EIN 35-1151034 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,688 | $51,620-44.4% | $90,324-68.2% | $65,186-56.0% |
| Participation rate | 36.4% | 68.6%-32.3pp | 73.3%-36.9pp | 70.2%-33.8pp |
| Annual return | 21.29% | 24.94%-3.6pp | 78.15%-56.9pp | 29.39%-8.1pp |
| Employer contribution / active EE | $9 | $2,235-99.6% | $2,856-99.7% | $2,177-99.6% |
| Participant deferral / active EE | $1,397 | $2,871-51.3% | $3,885-64.1% | $3,514-60.3% |
| Admin fee / account holder | $119 | $384-69.0% | $5,356-97.8% | $847-86.0% |