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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,886 |
RETIREWELL ADMINISTRATORS2 years Service code 15 1002 LINCOLN DRIVE W · MARLTON, NJ 08053 | Recordkeeping | $880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,666 | $89,652-82.5% | $141,177-88.9% | $65,185-76.0% |
| Participation rate | 41.6% | 74.7%-33.1pp | 82.5%-40.9pp | 70.2%-28.6pp |
| Annual return | 50.12% | 32.79%+17.3pp | 71.40%-21.3pp | 29.38%+20.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,719 | $5,691-34.7% | $6,710-44.6% | $3,514+5.8% |
| Admin fee / account holder | $81 | $569-85.8% | $10,263-99.2% | $847-90.5% |