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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $74,029 |
SMITH & DOWNEY3 years Service code 29 · EIN 52-1839270 | Legal | $18,267 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 30-1413443 | Accounting | $13,330 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $9,525 |
Employer contribution per participant 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 | $19,783 | $91,680-78.4% | $67,524-70.7% | $77,692-74.5% |
| Participation rate | 79.6% | 76.0%+3.6pp | 72.9%+6.7pp | 70.6%+9.0pp |
| Annual return | 16.10% | 14.87%+1.2pp | 3519.41%-3503.3pp | 31.25%-15.2pp |
| Employer contribution / active EE | $0 | $3,186-100.0% | $2,734-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,440 | $3,909-37.6% | $4,001-39.0% | $4,648-47.5% |
| Admin fee / account holder | $157 | $176-10.9% | $4,001-96.1% | $431-63.5% |