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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 | $105,248+6.9% | $147,318-23.6% | $71,012+58.4% |
| Participation rate | 47.3% | 66.1%-18.9pp | 82.1%-34.8pp | 58.6%-11.3pp |
| Annual return | 17.11% | 26.02%-8.9pp | 70.43%-53.3pp | 37.67%-20.6pp |
| Employer contribution / active EE | $2,982 | $3,785-21.2% | $4,593-35.1% | $2,348+27.0% |
| Participant deferral / active EE | $8,175 | $6,452+26.7% | $7,906+3.4% | $3,246+151.9% |
| Admin fee / account holder | $137 | $862-84.1% | $13,708-99.0% | $1,167-88.2% |