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| Provider | Service type | Compensation |
|---|---|---|
LURIE, LLP2+ years Service code 15 · EIN 41-0721434 | Recordkeeping | $9,220 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $7,008 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $2,015 |
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,159 |
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.
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.
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 | $6,842 | $46,732-85.4% | $156,551-95.6% | $55,167-87.6% |
| Participation rate | 32.7% | 65.8%-33.1pp | 84.0%-51.3pp | 69.0%-36.2pp |
| Annual return | 2.69% | 17.72%-15.0pp | 32.23%-29.5pp | 169.23%-166.5pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $167 | $2,204-92.4% | $4,871-96.6% | $3,054-94.5% |
| Admin fee / account holder | $32 | $418-92.3% | $13,028-99.8% | $504-93.6% |