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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 FINANCIAL CONTROLS P.O. BOX 2212 · FORT WAYNE, IN 46801 | Contract Administrator | $57,199 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $12,863 |
DUNBAR, BENDER & ZAPF, INC.7 years Service code 13 · EIN 25-1650062 500 1ST AVE # 640076 · PITTSBURGH, PA 15219 | Contract Administrator | $12,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,103 | $55,446-45.7% | $155,574-80.7% | $74,429-59.6% |
| Participation rate | 65.1% | 61.9%+3.2pp | 78.2%-13.1pp | 67.2%-2.1pp |
| Annual return | 7.80% | 269.20%-261.4pp | 64.87%-57.1pp | 1368.38%-1360.6pp |
| Employer contribution / active EE | $928 | $2,266-59.1% | $4,676-80.2% | $2,625-64.7% |
| Participant deferral / active EE | $2,197 | $2,836-22.5% | $5,629-61.0% | $4,348-49.5% |
| Admin fee / account holder | $210 | $1,743-88.0% | $15,914-98.7% | $1,944-89.2% |