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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,927 |
HUNGERFORD NICHOLS9 years Service code 10 · EIN 38-2184825 | Accounting | $16,418 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,645 | $65,908-76.3% | $81,812-80.9% | $77,643-79.8% |
| Participation rate | 85.1% | 65.8%+19.3pp | 72.3%+12.7pp | 70.6%+14.5pp |
| Annual return | 8.95% | 26.64%-17.7pp | 773.79%-764.8pp | 31.24%-22.3pp |
| Employer contribution / active EE | $451 | $2,370-81.0% | $2,912-84.5% | $2,726-83.5% |
| Participant deferral / active EE | $1,905 | $3,505-45.7% | $4,319-55.9% | $4,647-59.0% |
| Admin fee / account holder | $90 | $526-82.9% | $7,386-98.8% | $430-79.1% |