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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 1301 SOUTH HARRISON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $27,640 |
KEYSTONE FINANCIAL GROUP LLC2 years Service code 27 · EIN 26-2509545 527 WELLINGTON WAY · LEXINGTON, KY 40503 | Advisory (Plan) | $24,041 |
BENEFITS ADMINISTRATORS, LLC2 years Service code 15 · EIN 61-1291181 269 WEST MAIN STREET · LEXINGTON, KY 40507 | Recordkeeping | $5,150 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,681 | $72,303-54.8% | $86,698-62.3% | $64,824-49.6% |
| Participation rate | 46.3% | 80.4%-34.2pp | 76.6%-30.3pp | 71.5%-25.2pp |
| Annual return | -17.58% | 392.77%-410.3pp | 35.96%-53.5pp | 32.84%-50.4pp |
| Employer contribution / active EE | $651 | $2,393-72.8% | $2,837-77.0% | $2,507-74.0% |
| Participant deferral / active EE | $1,517 | $4,660-67.4% | $4,656-67.4% | $4,311-64.8% |
| Admin fee / account holder | $240 | $174+37.8% | $7,492-96.8% | $188+27.7% |