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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $1,242 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,086 | $50,902-13.4% | $155,534-71.7% | $77,736-43.3% |
| Participation rate | 46.5% | 63.1%-16.6pp | 78.2%-31.8pp | 70.6%-24.1pp |
| Annual return | 14.90% | 34.85%-19.9pp | 64.92%-50.0pp | 31.26%-16.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,502 | $2,824-11.4% | $5,630-55.6% | $4,651-46.2% |
| Admin fee / account holder | $3 | $437-99.3% | $15,900-100.0% | $433-99.3% |