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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,089 |
STADION MONEY MANAGEMENT3 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $18,387 |
Filed as: AT RETIREMENT SERVICES Service code 15 · EIN 83-3455979 | Recordkeeping | $7,106 |
Filed as: AMERICANTCS FIDUCIARY SERVICES Service code 27 PO BOX 4947 · HARRISBURG, PA 17111 | Advisory (Plan) | $6,584 |
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.
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 | $11,045 | $31,741-65.2% | $56,033-80.3% | $199,960-94.5% |
| Participation rate | 6.2% | 32.3%-26.2pp | 52.5%-46.3pp | 72.0%-65.8pp |
| Annual return | 12.78% | 14.72%-1.9pp | 1711.38%-1698.6pp | 34.28%-21.5pp |
| Employer contribution / active EE | $32 | $508-93.7% | $1,041-96.9% | $3,036-98.9% |
| Participant deferral / active EE | $190 | $1,184-84.0% | $1,954-90.3% | $5,087-96.3% |
| Admin fee / account holder | $170 | $426-60.2% | $2,827-94.0% | $269-36.9% |