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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $65,017 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,658 |
LURIE, LLP5+ years Service code 15 · EIN 41-0721734 | Recordkeeping | $10,185 |
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 | $20,767 | $52,967-60.8% | $172,753-88.0% | $65,186-68.1% |
| Participation rate | 91.7% | 66.2%+25.5pp | 82.6%+9.0pp | 70.2%+21.5pp |
| Annual return | 17.35% | 30.12%-12.8pp | 803.00%-785.7pp | 29.39%-12.0pp |
| Employer contribution / active EE | $3,312 | $2,190+51.2% | $5,144-35.6% | $2,177+52.1% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $192 | $472-59.3% | $13,956-98.6% | $847-77.3% |