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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 15 · EIN 35-0472300 | Recordkeeping | $47,336 |
HEINOLD BANWART, LTD.6+ years Service code 10 · EIN 37-1196235 | Accounting | $11,400 |
STRIEGEL KNOBLOCH & COMPANY, LLC6+ years Service code 14 · EIN 37-1122831 | Plan Administrator | $11,030 |
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 | $23,353 | $51,288-54.5% | $81,982-71.5% | $73,412-68.2% |
| Participation rate | 64.5% | 64.0%+0.5pp | 69.3%-4.7pp | 72.2%-7.7pp |
| Annual return | 13.37% | 29.48%-16.1pp | 41.31%-27.9pp | 59.30%-45.9pp |
| Employer contribution / active EE | $451 | $1,487-69.7% | $2,498-81.9% | $2,234-79.8% |
| Participant deferral / active EE | $2,754 | $2,715+1.4% | $3,722-26.0% | $3,806-27.6% |
| Admin fee / account holder | $145 | $125+15.8% | $5,665-97.4% | $158-8.1% |