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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $58,734 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,298 |
LURIE, LLP8+ years Service code 15 · EIN 41-0721734 | Recordkeeping | $10,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,325 | $65,125-61.1% | $143,797-82.4% | $66,949-62.2% |
| Participation rate | 81.0% | 65.2%+15.8pp | 80.3%+0.7pp | 69.8%+11.2pp |
| Annual return | -15.97% | -11.13%-4.8pp | -0.04%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $3,240 | $2,362+37.1% | $4,952-34.6% | $2,545+27.3% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $200 | $503-60.3% | $14,679-98.6% | $594-66.4% |