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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $59,519 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,557 |
LURIE, LLP4+ years Service code 15 · EIN 41-0721734 | Recordkeeping | $9,985 |
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 | $18,038 | $47,977-62.4% | $154,108-88.3% | $56,289-68.0% |
| Participation rate | 91.7% | 66.2%+25.6pp | 83.0%+8.7pp | 69.9%+21.9pp |
| Annual return | -6.68% | 3.54%-10.2pp | 735.21%-741.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $3,183 | $2,169+46.8% | $5,298-39.9% | $2,111+50.8% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $184 | $438-58.0% | $13,411-98.6% | $521-64.6% |