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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 | $67,594+104.1% | $77,361+78.3% | $69,733+97.9% |
| Participation rate | 86.8% | 71.7%+15.1pp | 75.0%+11.8pp | 62.5%+24.3pp |
| Annual return | 9.00% | 19.20%-10.2pp | 1011.54%-1002.5pp | 15.22%-6.2pp |
| Employer contribution / active EE | $3,668 | $2,649+38.5% | $2,990+22.7% | $2,250+63.0% |
| Participant deferral / active EE | $6,493 | $3,401+90.9% | $3,911+66.0% | $3,054+112.6% |
| Admin fee / account holder | $201 | $1,159-82.6% | $5,894-96.6% | $3,102-93.5% |