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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,840 |
CLARK, SCHAEFER, HACKETT & CO.8+ years Filed as: CLARK SCHAEFER HACKETT Service code 15 · EIN 31-0800053 | Recordkeeping | $7,860 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,456 | $72,607-51.2% | $90,749-60.9% | $66,914-47.0% |
| Participation rate | 92.6% | 73.7%+18.9pp | 75.7%+16.9pp | 69.8%+22.8pp |
| Annual return | -58.41% | -12.28%-46.1pp | -12.16%-46.2pp | 1.58%-60.0pp |
| Employer contribution / active EE | $1,854 | $2,369-21.7% | $2,921-36.5% | $2,544-27.1% |
| Participant deferral / active EE | $3,595 | $3,977-9.6% | $4,564-21.2% | $4,237-15.1% |
| Admin fee / account holder | $149 | $707-79.0% | $8,445-98.2% | $593-74.9% |