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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 13 · EIN 41-0973005 | Contract Administrator | $0 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,686 | $56,540+23.3% | $185,851-62.5% | $86,821-19.7% |
| Participation rate | 50.0% | 65.5%-15.5pp | 81.7%-31.7pp | 72.3%-22.3pp |
| Annual return | 11.75% | 118.20%-106.5pp | 122.11%-110.4pp | 97.94%-86.2pp |
| Employer contribution / active EE | $657 | $1,844-64.4% | $5,168-87.3% | $2,406-72.7% |
| Participant deferral / active EE | $968 | $2,555-62.1% | $5,569-82.6% | $4,132-76.6% |
| Admin fee / account holder | $1 | $150-99.5% | $16,245-100.0% | $170-99.6% |