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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,309 |
SYM FINANCIAL CORPORATION1+ years Filed as: SYM FINANCIAL ADVISORS Service code 10 · EIN 35-1550787 | Accounting | $10,938 |
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 | $22,555 | $46,360-51.3% | $147,617-84.7% | $52,331-56.9% |
| Participation rate | 67.1% | 64.9%+2.2pp | 84.6%-17.5pp | 68.1%-1.0pp |
| Annual return | 1.17% | 1.62%-0.4pp | 61.98%-60.8pp | 4.54%-3.4pp |
| Employer contribution / active EE | $700 | $2,126-67.1% | $5,564-87.4% | $1,882-62.8% |
| Participant deferral / active EE | $1,688 | $2,258-25.2% | $4,895-65.5% | $3,022-44.1% |
| Admin fee / account holder | $271 | $766-64.7% | $11,612-97.7% | $592-54.3% |