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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES COMPANY Service code 51 · EIN 35-0472300 | Investment Mgmt Fees | $75,778 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $34,226 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $30,254 |
LUMSDEN & MCCORMICK LLP1 year Filed as: LUMSDEN & MCCORMICK, LLP Service code 10 · EIN 16-0765486 | Accounting | $17,000 |
Filed as: JOSEPH MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1125088 | Accounting | $13,817 |
Filed as: ARCARA LENDA EUSANIO & STACEY, CPA Service code 10 · EIN 47-1793720 | Accounting | $12,140 |
Filed as: GORLICK, KRAVITZ & LISTHAUS PC Service code 29 · EIN 13-3790829 | Legal | $11,773 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $8,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,477 | $92,224-69.1% | $105,223-72.9% | $79,634-64.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 13.49% | 88.65%-75.2pp | 180.65%-167.2pp | 36.46%-23.0pp |
| Employer contribution / active EE | $5,347 | $3,965+34.9% | $3,689+45.0% | $2,529+111.4% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $182 | $1,121-83.7% | $8,859-97.9% | $1,002-81.8% |