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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $20,840 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL SECURITIES CORP Service code 22 | Insurance Broker | $18,449 |
ANEW 401K TPA LLC5 years Service code 15 · EIN 81-1963646 PO BOX 43991 · LOUISVILLE, KY 40253 | Recordkeeping | $1,820 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,214 |
Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 22 · EIN 02-0275490 | Insurance Broker | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,791 | $84,482-38.7% | $125,363-58.7% | $66,930-22.6% |
| Participation rate | 81.2% | 76.4%+4.8pp | 82.4%-1.2pp | 69.8%+11.4pp |
| Annual return | -16.32% | -8.49%-7.8pp | 572.15%-588.5pp | 1.57%-17.9pp |
| Employer contribution / active EE | $1,574 | $3,553-55.7% | $4,815-67.3% | $2,545-38.2% |
| Participant deferral / active EE | $4,404 | $6,782-35.1% | $7,447-40.9% | $4,238+3.9% |
| Admin fee / account holder | $204 | $685-70.2% | $10,005-98.0% | $593-65.6% |