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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $700 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $194 |
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 | $57,049 | $85,199-33.0% | $57,196-0.3% | $63,975-10.8% |
| Participation rate | 38.7% | 74.0%-35.3pp | 75.3%-36.6pp | 71.1%-32.4pp |
| Annual return | 26.92% | 10.43%+16.5pp | 14.59%+12.3pp | 48.65%-21.7pp |
| Employer contribution / active EE | $1,157 | $3,446-66.4% | $2,683-56.9% | $2,182-47.0% |
| Participant deferral / active EE | $1,705 | $3,109-45.2% | $3,096-44.9% | $3,356-49.2% |
| Admin fee / account holder | $0 | $39-99.1% | $3,141-100.0% | $70-99.5% |