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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $45,351 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC Service code 53 · EIN 13-2638166 | Insurance Commissions | $20,105 |
PASI, LLC4 years Service code 14 · EIN 26-1407927 | Plan Administrator | $9,320 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,877 | $65,960-63.8% | $81,882-70.8% | $77,762-69.3% |
| Participation rate | 53.9% | 65.8%-11.8pp | 72.4%-18.4pp | 70.6%-16.6pp |
| Annual return | 13.83% | 26.64%-12.8pp | 779.47%-765.6pp | 31.27%-17.4pp |
| Employer contribution / active EE | $502 | $2,375-78.9% | $2,916-82.8% | $2,728-81.6% |
| Participant deferral / active EE | $2,122 | $3,505-39.5% | $4,323-50.9% | $4,651-54.4% |
| Admin fee / account holder | $156 | $526-70.3% | $7,360-97.9% | $433-63.9% |