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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-1769232 | Advisory (Plan) | $56,038 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,329 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $17,513 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,999 | $106,230-51.0% | $147,080-64.6% | $77,736-33.1% |
| Participation rate | 81.4% | 78.4%+3.0pp | 82.2%-0.7pp | 70.6%+10.9pp |
| Annual return | 19.82% | 56.91%-37.1pp | 420.17%-400.3pp | 31.26%-11.4pp |
| Employer contribution / active EE | $871 | $4,072-78.6% | $4,933-82.3% | $2,728-68.1% |
| Participant deferral / active EE | $3,976 | $8,001-50.3% | $8,066-50.7% | $4,651-14.5% |
| Admin fee / account holder | $254 | $338-24.9% | $12,989-98.0% | $433-41.3% |