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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 | $50,902-34.5% | $155,534-78.5% | $77,736-57.1% |
| Participation rate | 30.8% | 63.1%-32.3pp | 78.2%-47.4pp | 70.6%-39.8pp |
| Annual return | 11.80% | 34.85%-23.0pp | 64.92%-53.1pp | 31.26%-19.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,003 | $2,824-64.5% | $5,630-82.2% | $4,651-78.4% |
| Admin fee / account holder | $178 | $437-59.2% | $15,900-98.9% | $433-58.8% |