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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,761 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,160 |
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 | $16,896 | $61,214-72.4% | $83,327-79.7% | $56,289-70.0% |
| Participation rate | 37.1% | 72.6%-35.4pp | 77.8%-40.6pp | 69.9%-32.7pp |
| Annual return | -2.51% | 0.42%-2.9pp | 10.64%-13.1pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,216 | $5,091-76.1% | $5,565-78.2% | $3,350-63.7% |
| Admin fee / account holder | $151 | $512-70.4% | $7,540-98.0% | $521-70.9% |