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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $48,876 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $22,912 |
LURIE, LLP2+ years Service code 15 · EIN 41-0721734 | Recordkeeping | $9,607 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,599 | $46,732-66.6% | $156,551-90.0% | $55,167-71.7% |
| Participation rate | 84.5% | 65.8%+18.7pp | 84.0%+0.5pp | 69.0%+15.5pp |
| Annual return | 5.52% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $2,513 | $2,105+19.4% | $5,501-54.3% | $1,963+28.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $165 | $418-60.5% | $13,028-98.7% | $504-67.2% |