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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,089 |
ASCENSUS LLC2 years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PKWY, SUITE 100 · FORT WAYNE, IN 46814 | Recordkeeping | $0 |
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 | $41,822 | $58,888-29.0% | $178,499-76.6% | $73,493-43.1% |
| Participation rate | 62.7% | 66.2%-3.5pp | 81.9%-19.2pp | 70.7%-7.9pp |
| Annual return | 11.25% | 24.86%-13.6pp | 151.10%-139.9pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,389 | $2,236-37.9% | $5,011-72.3% | $2,270-38.8% |
| Participant deferral / active EE | $1,390 | $2,568-45.9% | $5,202-73.3% | $3,740-62.8% |
| Admin fee / account holder | $197 | $400-50.9% | $13,986-98.6% | $513-61.7% |