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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,432 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $7,740 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,974 | $63,433+117.5% | $63,803+116.2% | $64,097+115.3% |
| Participation rate | 86.8% | 65.0%+21.8pp | 72.7%+14.1pp | 55.2%+31.6pp |
| Annual return | 9.00% | 20.74%-11.7pp | 543.72%-534.7pp | 34.64%-25.6pp |
| Employer contribution / active EE | $3,668 | $2,332+57.3% | $2,532+44.8% | $1,891+93.9% |
| Participant deferral / active EE | $6,493 | $3,119+108.2% | $3,843+68.9% | $3,080+110.8% |
| Admin fee / account holder | $201 | $1,489-86.5% | $5,196-96.1% | $3,454-94.2% |