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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $58,749 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 926602538 | Advisory (Plan) | $24,121 |
EISNERAMPER LLP2 years Filed as: EISNER ADVISORY GROUP LLC Service code 15 · EIN 87-1353108 2501 WAYZATA BOULEVARD · MINNEAPOLIS, IN 55405 | Recordkeeping | $11,970 |
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 | $26,841 | $55,470-51.6% | $155,556-82.7% | $74,478-64.0% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 8.71% | 269.80%-261.1pp | 64.84%-56.1pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $5,065 | $2,267+123.5% | $4,675+8.3% | $2,626+92.9% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $195 | $1,744-88.8% | $15,885-98.8% | $1,946-90.0% |