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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $36,545 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,090 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,177 | $84,499-73.8% | $125,391-82.3% | $66,949-66.9% |
| Participation rate | 74.1% | 76.4%-2.3pp | 82.4%-8.3pp | 69.8%+4.3pp |
| Annual return | -13.74% | -8.49%-5.2pp | 572.41%-586.1pp | 1.57%-15.3pp |
| Employer contribution / active EE | $201 | $3,554-94.3% | $4,816-95.8% | $2,545-92.1% |
| Participant deferral / active EE | $1,931 | $6,785-71.5% | $7,448-74.1% | $4,239-54.4% |
| Admin fee / account holder | $320 | $685-53.2% | $10,009-96.8% | $594-46.0% |