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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 150 N RADNOR-CHESTER ROAD · RADNOR, PA 19087 | Contract Administrator | $35,284 |
TRINITY PENSION CONSULTANTS8 years Service code 17 · EIN 20-4548831 202 MONTROSE WEST AVE. · COPLEY, OH 44321 | Pension Consulting | $2,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,008 | $80,731-62.8% | $103,378-71.0% | $74,400-59.7% |
| Participation rate | 64.1% | 65.7%-1.6pp | 74.5%-10.4pp | 67.2%-3.1pp |
| Annual return | 12.38% | 27.56%-15.2pp | 24.91%-12.5pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $2,038 | $3,159-35.5% | $3,870-47.3% | $2,624-22.4% |
| Participant deferral / active EE | $3,475 | $3,862-10.0% | $5,058-31.3% | $4,348-20.1% |
| Admin fee / account holder | $279 | $2,369-88.2% | $8,401-96.7% | $1,944-85.6% |