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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $22,697 |
Filed as: CONSOLIDATED FINANCIAL Service code 26 5850 CENTURE DR. STE A · DUBLIN, OH 43017 | Advisory (Participants) | $18,471 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $34,434 | $56,540-39.1% | $185,849-81.5% | $86,821-60.3% |
| Participation rate | 31.4% | 65.5%-34.1pp | 81.7%-50.3pp | 72.3%-40.9pp |
| Annual return | 14.11% | 118.20%-104.1pp | 122.10%-108.0pp | 97.94%-83.8pp |
| Employer contribution / active EE | $468 | $1,844-74.6% | $5,169-91.0% | $2,406-80.6% |
| Participant deferral / active EE | $761 | $2,555-70.2% | $5,569-86.3% | $4,132-81.6% |
| Admin fee / account holder | $182 | $150+21.9% | $16,244-98.9% | $170+7.6% |