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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,315 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,543 |
Service code 12 · EIN 38-1367329 | Participant loan processing; Recordke... | $326 |
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 | $15,374 | $55,446-72.3% | $155,574-90.1% | $74,429-79.3% |
| Participation rate | 45.1% | 61.9%-16.8pp | 78.2%-33.1pp | 67.2%-22.1pp |
| Annual return | 9.61% | 269.20%-259.6pp | 64.87%-55.3pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $545 | $2,266-75.9% | $4,676-88.3% | $2,625-79.2% |
| Participant deferral / active EE | $1,141 | $2,836-59.8% | $5,629-79.7% | $4,348-73.8% |
| Admin fee / account holder | $140 | $1,743-92.0% | $15,914-99.1% | $1,944-92.8% |