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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.1+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $39,394 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0114007 | Contract Administrator | $7,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,166 | $57,108-47.2% | $94,224-68.0% | $52,331-42.4% |
| Participation rate | 46.2% | 72.9%-26.8pp | 78.8%-32.6pp | 68.1%-22.0pp |
| Annual return | -2.78% | 1.47%-4.2pp | 10.68%-13.5pp | 4.54%-7.3pp |
| Employer contribution / active EE | $866 | $1,735-50.1% | $3,587-75.9% | $1,882-54.0% |
| Participant deferral / active EE | $1,578 | $3,040-48.1% | $4,320-63.5% | $3,022-47.8% |
| Admin fee / account holder | $299 | $546-45.3% | $6,269-95.2% | $592-49.4% |