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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 P.O. BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $86,984 |
HILB GROUP3 years Service code 15 · EIN 47-4324398 2000 CHAPEL VIEW BLVD. · CRANSTON, RI 02920 | Recordkeeping | $31,853 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,599 | $50,902-59.5% | $155,534-86.8% | $77,736-73.5% |
| Participation rate | 89.0% | 63.1%+25.9pp | 78.2%+10.8pp | 70.6%+18.4pp |
| Annual return | 11.82% | 34.85%-23.0pp | 64.92%-53.1pp | 31.26%-19.4pp |
| Employer contribution / active EE | $675 | $1,991-66.1% | $4,675-85.6% | $2,728-75.2% |
| Participant deferral / active EE | $3,264 | $2,824+15.6% | $5,630-42.0% | $4,651-29.8% |
| Admin fee / account holder | $138 | $437-68.5% | $15,900-99.1% | $433-68.2% |