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| Provider | Service type | Compensation |
|---|---|---|
NEPWM LLC/PATRICK VAN ROTEN3 years Service code 27 40 WALL ST · NEW YORK, NY 100051367 | Advisory (Plan) | $15,769 |
THE BENEFIT PRACTICE3 years Service code 15 · EIN 13-4144565 | Recordkeeping | $14,740 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,330 | $80,781-53.8% | $102,437-63.6% | $74,478-49.9% |
| Participation rate | 57.7% | 65.7%-7.9pp | 74.5%-16.8pp | 67.2%-9.5pp |
| Annual return | 9.58% | 27.58%-18.0pp | 24.95%-15.4pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $704 | $3,160-77.7% | $3,871-81.8% | $2,626-73.2% |
| Participant deferral / active EE | $4,405 | $3,862+14.1% | $5,060-12.9% | $4,350+1.3% |
| Admin fee / account holder | $245 | $2,372-89.7% | $8,388-97.1% | $1,946-87.4% |