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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 64 · EIN 35-1140070 | Recordkeeping Fees | $26,543 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 53 · EIN 13-2638166 | Insurance Commissions | $9,594 |
PASI, LLC1 year Service code 14 · EIN 26-1407927 | Plan Administrator | $8,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,064 | $58,344-62.2% | $98,506-77.6% | $86,821-74.6% |
| Participation rate | 49.5% | 68.4%-18.9pp | 73.3%-23.8pp | 72.3%-22.8pp |
| Annual return | 11.43% | 43.47%-32.0pp | 1494.92%-1483.5pp | 97.94%-86.5pp |
| Employer contribution / active EE | $376 | $2,008-81.3% | $2,961-87.3% | $2,406-84.4% |
| Participant deferral / active EE | $1,524 | $3,156-51.7% | $4,277-64.4% | $4,132-63.1% |
| Admin fee / account holder | $113 | $138-18.2% | $5,955-98.1% | $170-33.5% |