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| Provider | Service type | Compensation |
|---|---|---|
LURIE, LLP1+ years Service code 15 · EIN 41-0721434 | Recordkeeping | $4,740 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $2,974 |
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,670 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $815 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,018 | $46,360-84.9% | $147,617-95.2% | $52,331-86.6% |
| Participation rate | 36.4% | 64.9%-28.5pp | 84.6%-48.2pp | 68.1%-31.7pp |
| Annual return | 0.04% | 1.62%-1.6pp | 61.98%-61.9pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $149 | $2,258-93.4% | $4,895-97.0% | $3,022-95.1% |
| Admin fee / account holder | $29 | $766-96.2% | $11,612-99.7% | $592-95.1% |