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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $53,334 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,667 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,364 | $50,820-34.3% | $155,567-78.6% | $77,671-57.0% |
| Participation rate | 30.8% | 63.1%-32.3pp | 78.2%-47.4pp | 70.6%-39.7pp |
| Annual return | 11.80% | 34.85%-23.0pp | 64.74%-52.9pp | 31.21%-19.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,003 | $2,823-64.5% | $5,628-82.2% | $4,648-78.4% |
| Admin fee / account holder | $178 | $436-59.1% | $15,916-98.9% | $430-58.5% |