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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $28,617 |
COMPASS RETIREMENT LLC3 years Filed as: COMPASS RETIREMENT CONSULTING Service code 13 · EIN 20-4795685 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $20,275 |
Filed as: ROYAL ALLIANCE ASSOCIATED Service code 27 · EIN 93-0987232 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $7,993 |
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 | $17,441 | $61,272-71.5% | $149,673-88.3% | $71,457-75.6% |
| Participation rate | 51.7% | 62.5%-10.8pp | 78.8%-27.0pp | 67.9%-16.2pp |
| Annual return | 8.32% | 35.85%-27.5pp | 134.42%-126.1pp | 28.85%-20.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,100 | $2,917-62.3% | $5,680-80.6% | $4,289-74.4% |
| Admin fee / account holder | $184 | $1,261-85.4% | $13,210-98.6% | $1,587-88.4% |