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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $37,645 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 15 · EIN 23-3038464 | Recordkeeping | $25,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,714 | $46,292+54.9% | $143,757-50.1% | $64,808+10.7% |
| Participation rate | 52.0% | 64.2%-12.2pp | 80.3%-28.3pp | 71.5%-19.5pp |
| Annual return | -18.85% | -10.05%-8.8pp | -0.04%-18.8pp | 32.82%-51.7pp |
| Employer contribution / active EE | $1,579 | $1,910-17.3% | $4,951-68.1% | $2,506-37.0% |
| Participant deferral / active EE | $2,958 | $2,646+11.8% | $5,637-47.5% | $4,310-31.4% |
| Admin fee / account holder | $157 | $154+2.2% | $14,673-98.9% | $188-16.3% |