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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,804 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $4,682 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,704 | $55,453-60.9% | $170,442-87.3% | $62,292-65.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.00% | 21.38%-9.4pp | 205.93%-193.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $419 | $2,164-80.6% | $5,433-92.3% | $2,042-79.5% |
| Participant deferral / active EE | $1,890 | $2,303-17.9% | $4,939-61.7% | $3,169-40.4% |
| Admin fee / account holder | $78 | $455-82.8% | $13,880-99.4% | $479-83.6% |