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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,894 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,503 | $61,356-56.8% | $149,696-82.3% | $71,511-62.9% |
| Participation rate | 97.5% | 62.5%+34.9pp | 78.8%+18.7pp | 67.9%+29.5pp |
| Annual return | 14.96% | 35.86%-20.9pp | 134.46%-119.5pp | 28.86%-13.9pp |
| Employer contribution / active EE | $1,965 | $2,382-17.5% | $4,821-59.2% | $2,589-24.1% |
| Participant deferral / active EE | $2,690 | $2,920-7.9% | $5,682-52.7% | $4,291-37.3% |
| Admin fee / account holder | $122 | $1,263-90.4% | $13,212-99.1% | $1,588-92.3% |