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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,960 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 27 | Advisory (Plan) | $11,028 |
LINCOLN NATIONAL CORPORATION6 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,504 | $51,223-52.2% | $82,763-70.4% | $66,949-63.4% |
| Participation rate | 35.6% | 67.9%-32.3pp | 72.6%-36.9pp | 69.8%-34.2pp |
| Annual return | -14.87% | -9.85%-5.0pp | 702.45%-717.3pp | 1.57%-16.4pp |
| Employer contribution / active EE | $267 | $2,611-89.8% | $3,008-91.1% | $2,545-89.5% |
| Participant deferral / active EE | $1,417 | $3,460-59.1% | $4,395-67.8% | $4,239-66.6% |
| Admin fee / account holder | $239 | $415-42.5% | $5,325-95.5% | $594-59.8% |