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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $37,799 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 PO BOX 74987 · CHICAGO, IL 60675 | Consulting | $16,695 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,215 | $46,332+10.5% | $143,797-64.4% | $64,824-21.0% |
| Participation rate | 93.4% | 64.2%+29.2pp | 80.3%+13.1pp | 71.5%+22.0pp |
| Annual return | -12.86% | -10.05%-2.8pp | -0.04%-12.8pp | 32.84%-45.7pp |
| Employer contribution / active EE | $951 | $1,911-50.2% | $4,952-80.8% | $2,507-62.0% |
| Participant deferral / active EE | $3,511 | $2,647+32.6% | $5,638-37.7% | $4,311-18.6% |
| Admin fee / account holder | $152 | $154-1.1% | $14,679-99.0% | $188-19.0% |