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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $55,194 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 926602538 | Advisory (Plan) | $23,975 |
EISNERAMPER LLP1 year Filed as: EISNER ADVISORY GROUP LLC Service code 15 · EIN 87-1353108 2501 WAYZATA BOULEVARD · MINNEAPOLIS, IN 55405 | Recordkeeping | $13,035 |
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 | $26,506 | $61,391-56.8% | $149,723-82.3% | $71,529-62.9% |
| Participation rate | 99.2% | 62.5%+36.7pp | 78.8%+20.4pp | 67.9%+31.3pp |
| Annual return | 12.32% | 35.88%-23.6pp | 134.50%-122.2pp | 28.97%-16.7pp |
| Employer contribution / active EE | $4,551 | $2,384+90.9% | $4,821-5.6% | $2,590+75.7% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $193 | $1,264-84.7% | $13,215-98.5% | $1,588-87.9% |