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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $48,203 |
BENEFIT ADMINISTRATION, INC.2+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 15 · EIN 91-1999591 | Recordkeeping | $20,939 |
BAC CAPITAL ADVISORS, LLC2+ years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $13,614 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,908 | $80,177-85.1% | $123,894-90.4% | $57,658-79.3% |
| Participation rate | 76.3% | 74.4%+1.9pp | 81.4%-5.1pp | 70.2%+6.1pp |
| Annual return | 6.53% | 17.90%-11.4pp | 47.52%-41.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $199 | $2,913-93.2% | $4,617-95.7% | $1,974-89.9% |
| Participant deferral / active EE | $2,704 | $5,130-47.3% | $5,984-54.8% | $3,061-11.6% |
| Admin fee / account holder | $161 | $106+51.1% | $8,357-98.1% | $95+70.0% |