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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES COMPANY Service code 15 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $32,817 |
COMPASS RETIREMENT LLC4 years Filed as: COMPASS RETIREMENT CONSULTING Service code 13 · EIN 20-4795685 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $14,525 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 27 · EIN 93-0987232 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $8,772 |
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 | $16,054 | $55,415-71.0% | $155,509-89.7% | $74,495-78.4% |
| Participation rate | 58.9% | 61.9%-3.0pp | 78.2%-19.2pp | 67.2%-8.3pp |
| Annual return | 7.17% | 268.50%-261.3pp | 64.67%-57.5pp | 1364.94%-1357.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $968 | $2,836-65.9% | $5,626-82.8% | $4,346-77.7% |
| Admin fee / account holder | $186 | $1,738-89.3% | $15,912-98.8% | $1,942-90.4% |