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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $550 |
AMERICAN FUNDS2+ years Service code 18 PO BOX 6164 · INDIANAPOLIS, IN 462066164 | Custodial (other than securities) | $440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,777 | $46,732-6.3% | $156,551-72.0% | $55,167-20.6% |
| Participation rate | 15.8% | 65.8%-50.0pp | 84.0%-68.2pp | 69.0%-53.2pp |
| Annual return | 7.35% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $707 | $2,204-67.9% | $4,871-85.5% | $3,054-76.9% |
| Admin fee / account holder | $16 | $418-96.2% | $13,028-99.9% | $504-96.9% |