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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 | $65,072+112.0% | $66,439+107.7% | $65,306+111.3% |
| Participation rate | 86.8% | 69.1%+17.7pp | 74.5%+12.3pp | 57.7%+29.1pp |
| Annual return | 9.00% | 21.50%-12.5pp | 757.66%-748.7pp | 21.94%-12.9pp |
| Employer contribution / active EE | $3,668 | $2,475+48.2% | $2,637+39.1% | $1,967+86.4% |
| Participant deferral / active EE | $6,493 | $3,234+100.7% | $3,876+67.5% | $2,959+119.4% |
| Admin fee / account holder | $201 | $1,323-84.8% | $6,173-96.7% | $3,480-94.2% |