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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP4 years Service code 14 · EIN 39-0758449 | Plan Administrator | $12,409 |
WIPFLI LLP4 years Filed as: WIPFLI FINANCIAL, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $10,215 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1440070 | Contract Administrator | $68 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $26,740 | $66,124-59.6% | $90,430-70.4% | $73,493-63.6% |
| Participation rate | 44.3% | 69.7%-25.3pp | 72.7%-28.3pp | 70.7%-26.3pp |
| Annual return | 13.07% | 17.65%-4.6pp | 1293.73%-1280.7pp | 28.51%-15.4pp |
| Employer contribution / active EE | $593 | $2,346-74.7% | $3,262-81.8% | $2,270-73.9% |
| Participant deferral / active EE | $794 | $3,039-73.9% | $3,963-80.0% | $3,740-78.8% |
| Admin fee / account holder | $197 | $396-50.2% | $5,613-96.5% | $513-61.5% |