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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,123 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 15 1100 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Recordkeeping | $1,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,779 | $48,313-75.6% | $73,309-83.9% | $52,331-77.5% |
| Participation rate | 50.9% | 68.6%-17.7pp | 74.9%-24.0pp | 68.1%-17.2pp |
| Annual return | 4.94% | 3.85%+1.1pp | 5.67%-0.7pp | 4.54%+0.4pp |
| Employer contribution / active EE | $756 | $1,661-54.5% | $3,237-76.6% | $1,882-59.8% |
| Participant deferral / active EE | $1,420 | $4,189-66.1% | $4,991-71.6% | $3,022-53.0% |
| Admin fee / account holder | $87 | $404-78.4% | $5,635-98.5% | $592-85.3% |