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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $842 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,535 | $50,902-71.4% | $155,534-90.7% | $77,736-81.3% |
| Participation rate | 45.9% | 63.1%-17.2pp | 78.2%-32.3pp | 70.6%-24.7pp |
| Annual return | 14.31% | 34.85%-20.5pp | 64.92%-50.6pp | 31.26%-17.0pp |
| Employer contribution / active EE | $733 | $1,991-63.2% | $4,675-84.3% | $2,728-73.1% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,630-100.0% | $4,651-100.0% |
| Admin fee / account holder | $2 | $437-99.4% | $15,900-100.0% | $433-99.4% |