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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,416 |
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,545 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,896 | $58,320-74.5% | $86,438-82.8% | $66,938-77.7% |
| Participation rate | 57.9% | 78.6%-20.6pp | 80.3%-22.4pp | 69.8%-11.9pp |
| Annual return | -8.01% | -9.71%+1.7pp | 4397.19%-4405.2pp | 1.58%-9.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,511 | $6,899-78.1% | $6,952-78.3% | $4,238-64.4% |
| Admin fee / account holder | $217 | $546-60.2% | $6,733-96.8% | $594-63.4% |