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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $45,337 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,316 |
LURIE, LLP1+ years Service code 15 · EIN 41-0721734 | Recordkeeping | $8,980 |
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 | $16,133 | $46,360-65.2% | $147,617-89.1% | $52,331-69.2% |
| Participation rate | 83.6% | 64.9%+18.7pp | 84.6%-1.0pp | 68.1%+15.5pp |
| Annual return | -1.92% | 1.62%-3.5pp | 61.98%-63.9pp | 4.54%-6.5pp |
| Employer contribution / active EE | $2,356 | $2,126+10.8% | $5,564-57.7% | $1,882+25.2% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $169 | $766-77.9% | $11,612-98.5% | $592-71.4% |