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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 13-1140070 | Contract Administrator | $23,716 |
INTAC ACTUARIAL SERVICES3 years Service code 13 · EIN 22-2446239 | Contract Administrator | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,806 | $60,607-72.3% | $189,575-91.1% | $86,821-80.6% |
| Participation rate | 33.0% | 68.9%-35.9pp | 78.4%-45.5pp | 72.3%-39.3pp |
| Annual return | 13.88% | 65.18%-51.3pp | 64.19%-50.3pp | 97.94%-84.1pp |
| Employer contribution / active EE | $518 | $1,626-68.1% | $4,412-88.3% | $2,406-78.5% |
| Participant deferral / active EE | $815 | $3,895-79.1% | $6,174-86.8% | $4,132-80.3% |
| Admin fee / account holder | $163 | $159+2.7% | $9,806-98.3% | $170-3.9% |