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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $39,729 |
Filed as: HERITAGE ASSET MANAGEMENT, LLC Service code 28 · EIN 87-2211975 | Investment Management | $21,521 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,304 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,280 | $101,317-73.1% | $146,958-81.4% | $74,495-63.4% |
| Participation rate | 85.6% | 75.5%+10.1pp | 82.2%+3.4pp | 67.2%+18.4pp |
| Annual return | 12.53% | 8730.91%-8718.4pp | 418.34%-405.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,092 | $3,810-45.1% | $4,933-57.6% | $2,623-20.2% |
| Participant deferral / active EE | $2,383 | $7,303-67.4% | $8,070-70.5% | $4,346-45.2% |
| Admin fee / account holder | $251 | $1,739-85.6% | $12,998-98.1% | $1,942-87.1% |