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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 | $65,084+112.0% | $67,681+103.9% | $64,340+114.4% |
| Participation rate | 86.8% | 66.7%+20.1pp | 73.7%+13.1pp | 55.2%+31.5pp |
| Annual return | 9.00% | 20.50%-11.5pp | 590.58%-581.6pp | 24.14%-15.1pp |
| Employer contribution / active EE | $3,668 | $2,398+52.9% | $2,678+36.9% | $1,862+97.0% |
| Participant deferral / active EE | $6,493 | $3,210+102.2% | $3,976+63.3% | $2,980+117.9% |
| Admin fee / account holder | $201 | $1,415-85.8% | $6,100-96.7% | $3,703-94.6% |