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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $83,314 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 16 · EIN 39-0859910 | Consulting | $15,750 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $10,089 |
SMITH & DOWNEY2 years Service code 16 · EIN 52-1839270 | Consulting | $3,786 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,079 | $83,884-79.6% | $64,099-73.4% | $74,440-77.1% |
| Participation rate | 73.8% | 76.6%-2.8pp | 72.3%+1.5pp | 70.7%+3.1pp |
| Annual return | 12.42% | 16.57%-4.2pp | 33.70%-21.3pp | 34.37%-22.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,748-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,180 | $3,692-41.0% | $3,881-43.8% | $4,529-51.9% |
| Admin fee / account holder | $165 | $196-15.9% | $3,070-94.6% | $348-52.6% |