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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 31-1140070 | Contract Administrator | $78,809 |
MCGREGOR & ASSOCIATES, INC.4 years Filed as: MCGREGOR AND ASSOCIATES Service code 15 · EIN 61-1211399 | Recordkeeping | $13,150 |
Filed as: BLUE & CO, LLC Service code 27 · EIN 35-1178661 | Advisory (Plan) | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $35,298 | $89,123-60.4% | $102,460-65.5% | $77,762-54.6% |
| Participation rate | 66.7% | 80.9%-14.2pp | 76.5%-9.8pp | 70.6%-3.9pp |
| Annual return | 14.38% | 25.05%-10.7pp | 29.47%-15.1pp | 31.27%-16.9pp |
| Employer contribution / active EE | $2,353 | $2,700-12.9% | $3,025-22.2% | $2,728-13.8% |
| Participant deferral / active EE | $2,613 | $5,148-49.2% | $5,056-48.3% | $4,651-43.8% |
| Admin fee / account holder | $207 | $236-12.4% | $9,460-97.8% | $433-52.3% |