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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $535 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,899 | $65,092-57.1% | $143,799-80.6% | $66,938-58.3% |
| Participation rate | 38.9% | 65.2%-26.3pp | 80.3%-41.4pp | 69.8%-30.9pp |
| Annual return | -10.26% | -11.14%+0.9pp | -0.04%-10.2pp | 1.58%-11.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,029 | $2,920-64.8% | $5,638-81.7% | $4,238-75.7% |
| Admin fee / account holder | $7 | $502-98.6% | $14,677-100.0% | $594-98.9% |