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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $39,969 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $1,663 |
GOLDLEAF PARTNERS4 years Service code 13 · EIN 45-0514557 | Contract Administrator | $65 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,019 | $203,209-87.2% | $159,436-83.7% | - |
| Participation rate | 67.7% | 77.0%-9.4pp | 82.8%-15.1pp | - |
| Annual return | 12.42% | 10.23%+2.2pp | 263.57%-251.1pp | - |
| Employer contribution / active EE | $1,489 | $2,919-49.0% | $4,829-69.2% | - |
| Participant deferral / active EE | $2,023 | $5,954-66.0% | $7,352-72.5% | - |
| Admin fee / account holder | $314 | $10,627-97.0% | $10,799-97.1% | - |