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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,176 |
Filed as: BLUE & CO., LLC Service code 27 · EIN 35-1178661 | Advisory (Plan) | $5,000 |
Filed as: LATITUDE SERVICE COMPANY, INC Service code 15 1500 N OAK DR · PLYMOUTH, IN 46563 | Recordkeeping | $1,350 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,245 | $80,763-67.5% | $102,412-74.4% | $74,459-64.8% |
| Participation rate | 88.7% | 65.7%+23.0pp | 74.5%+14.2pp | 67.2%+21.5pp |
| Annual return | 8.27% | 27.57%-19.3pp | 24.94%-16.7pp | 1369.70%-1361.4pp |
| Employer contribution / active EE | $1,664 | $3,160-47.3% | $3,870-57.0% | $2,626-36.6% |
| Participant deferral / active EE | $2,417 | $3,862-37.4% | $5,060-52.2% | $4,350-44.4% |
| Admin fee / account holder | $278 | $2,371-88.3% | $8,388-96.7% | $1,945-85.7% |