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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $80,053 |
Service code 10 · EIN 55-0486667 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Accounting | $31,011 |
DUNBAR, BENDER & ZAPF, INC.3 years Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $9,450 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,784 | $52,293-50.7% | $178,498-85.6% | $73,412-64.9% |
| Participation rate | 72.6% | 65.3%+7.2pp | 81.9%-9.4pp | 72.2%+0.4pp |
| Annual return | 11.18% | 34.75%-23.6pp | 151.09%-139.9pp | 59.30%-48.1pp |
| Employer contribution / active EE | $1,075 | $1,735-38.0% | $5,011-78.5% | $2,234-51.8% |
| Participant deferral / active EE | $1,717 | $2,332-26.4% | $5,202-67.0% | $3,806-54.9% |
| Admin fee / account holder | $238 | $127+87.0% | $13,985-98.3% | $158+50.8% |