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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $31,603 |
MOMENTA, INC1 year Service code 15 · EIN 85-4166502 5201 GREAT AMERICA PKWY · SANTA CLARA, CA 95054 | Recordkeeping | $17,850 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $500 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,513 | $110,483+1.8% | $145,433-22.6% | $79,634+41.3% |
| Participation rate | 47.3% | 71.1%-23.8pp | 82.1%-34.8pp | 62.5%-15.2pp |
| Annual return | 17.11% | 24.62%-7.5pp | 66.58%-49.5pp | 36.46%-19.4pp |
| Employer contribution / active EE | $2,982 | $4,053-26.4% | $4,554-34.5% | $2,529+17.9% |
| Participant deferral / active EE | $8,175 | $7,216+13.3% | $7,897+3.5% | $3,835+113.2% |
| Admin fee / account holder | $137 | $680-79.8% | $13,129-99.0% | $1,002-86.3% |