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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,374 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,612 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,727 | $37,117-57.6% | $147,617-89.3% | $55,191-71.5% |
| Participation rate | 30.0% | 63.6%-33.6pp | 84.6%-54.6pp | 69.2%-39.2pp |
| Annual return | 1.02% | 3.44%-2.4pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $223 | $1,620-86.2% | $5,564-96.0% | $1,899-88.2% |
| Participant deferral / active EE | $521 | $1,985-73.8% | $4,895-89.4% | $3,046-82.9% |
| Admin fee / account holder | $26 | $86-69.1% | $11,612-99.8% | $91-70.9% |