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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $57,189 |
STRIEGEL KNOBLOCH & COMPANY, LLC7+ years Service code 14 · EIN 37-1122831 | Plan Administrator | $14,100 |
SIKICH LLP1 year Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $11,750 |
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 | $26,422 | $58,347-54.7% | $85,705-69.2% | $86,821-69.6% |
| Participation rate | 60.3% | 64.9%-4.7pp | 69.9%-9.6pp | 72.3%-12.0pp |
| Annual return | 12.21% | 18.43%-6.2pp | 21.49%-9.3pp | 97.94%-85.7pp |
| Employer contribution / active EE | $428 | $1,751-75.6% | $2,619-83.7% | $2,406-82.2% |
| Participant deferral / active EE | $2,905 | $3,065-5.2% | $3,924-26.0% | $4,132-29.7% |
| Admin fee / account holder | $164 | $147+11.3% | $6,877-97.6% | $170-3.2% |