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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $76,133 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 30-1413443 | Accounting | $22,007 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $12,700 |
SMITH & DOWNEY4 years Service code 29 · EIN 52-1839270 | Legal | $5,918 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,883 | $86,795-73.6% | $67,681-66.2% | $64,728-64.6% |
| Participation rate | 79.7% | 71.7%+8.1pp | 73.7%+6.0pp | 57.9%+21.9pp |
| Annual return | 13.37% | 12.58%+0.8pp | 590.58%-577.2pp | 49.38%-36.0pp |
| Employer contribution / active EE | $0 | $2,837-100.0% | $2,678-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $2,501 | $3,430-27.1% | $3,976-37.1% | $2,729-8.4% |
| Admin fee / account holder | $148 | $238-37.9% | $6,100-97.6% | $1,145-87.1% |