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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY Service code 64 | Recordkeeping Fees | $13,431 |
Filed as: ENVEST RETIREMENT SOLUTIONS, LLC Service code 99 | Other Fees | $1,053 |
LIFETIME BENEFIT SOLUTIONS2 years Service code 13 · EIN 16-1171765 | Contract Administrator | $640 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL SERVCIES Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,742 | $65,555+67.4% | $86,216+27.3% | $75,173+46.0% |
| Participation rate | 32.8% | 60.5%-27.7pp | 69.0%-36.2pp | 67.2%-34.4pp |
| Annual return | 11.91% | 46.07%-34.2pp | 1169.42%-1157.5pp | 160.72%-148.8pp |
| Employer contribution / active EE | $806 | $1,553-48.1% | $2,382-66.2% | $2,671-69.8% |
| Participant deferral / active EE | $2,885 | $3,023-4.6% | $3,986-27.6% | $4,126-30.1% |
| Admin fee / account holder | $13,025 | $5,469+138.2% | $6,853+90.0% | $5,651+130.5% |