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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,157 |
FREED MAXICK CPAS PC1+ years Filed as: FREED MAXICK, CPAS PC Service code 10 · EIN 45-4051133 | Accounting | $10,018 |
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 | $65,403 | $37,039+76.6% | $147,617-55.7% | $59,188+10.5% |
| Participation rate | 57.4% | 63.8%-6.4pp | 84.6%-27.2pp | 69.4%-12.0pp |
| Annual return | 4.43% | 7.19%-2.8pp | 61.98%-57.6pp | 5.51%-1.1pp |
| Employer contribution / active EE | $692 | $1,353-48.9% | $5,564-87.6% | $2,098-67.0% |
| Participant deferral / active EE | $1,890 | $2,094-9.7% | $4,895-61.4% | $3,265-42.1% |
| Admin fee / account holder | $54 | $60-10.0% | $11,612-99.5% | $92-41.2% |