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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,584 |
ASCENSUS LLC1 year Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PKWY, SUITE 100 · FORT WAYNE, IN 46814 | Recordkeeping | $80 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,373 | $52,961-20.0% | $172,752-75.5% | $65,185-35.0% |
| Participation rate | 59.2% | 66.2%-7.0pp | 82.6%-23.5pp | 70.2%-11.0pp |
| Annual return | 18.13% | 30.12%-12.0pp | 802.97%-784.8pp | 29.38%-11.3pp |
| Employer contribution / active EE | $1,090 | $2,190-50.2% | $5,144-78.8% | $2,177-49.9% |
| Participant deferral / active EE | $1,134 | $2,471-54.1% | $5,198-78.2% | $3,514-67.7% |
| Admin fee / account holder | $198 | $472-58.0% | $13,955-98.6% | $847-76.6% |