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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $109,404 |
HANYS BENEFIT SERVICES1 year Service code 27 · EIN 14-1764768 | Advisory (Plan) | $82,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,151 | $45,382-4.9% | $154,110-72.0% | $75,289-42.7% |
| Participation rate | 56.5% | 65.9%-9.4pp | 83.0%-26.5pp | 72.4%-15.9pp |
| Annual return | -4.04% | -0.47%-3.6pp | 735.22%-739.3pp | -0.04%-4.0pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,655 | $2,384+53.3% | $5,081-28.1% | $3,739-2.2% |
| Admin fee / account holder | $104 | $89+16.9% | $13,412-99.2% | $102+2.1% |