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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $71,558 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,224 |
LURIE, LLP7+ years Service code 15 · EIN 41-0721734 | Recordkeeping | $9,470 |
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 | $26,295 | $61,172-57.0% | $185,851-85.9% | $79,389-66.9% |
| Participation rate | 96.4% | 66.6%+29.8pp | 81.7%+14.7pp | 70.7%+25.7pp |
| Annual return | 9.54% | 19.45%-9.9pp | 122.11%-112.6pp | 116.89%-107.4pp |
| Employer contribution / active EE | $3,915 | $2,321+68.7% | $5,168-24.2% | $2,428+61.3% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $210 | $710-70.4% | $16,245-98.7% | $626-66.4% |