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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,027 |
Filed as: LINCOLN NATIONAL CORPORTATION Service code 13 · EIN 35-1140070 | Contract Administrator | $16,259 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $7,024 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS Service code 15 · EIN 26-2091417 | Recordkeeping | $1,445 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,329 | $84,493+24.7% | $125,381-16.0% | $66,938+57.4% |
| Participation rate | 96.6% | 76.4%+20.2pp | 82.4%+14.3pp | 69.8%+26.8pp |
| Annual return | 8.86% | -8.49%+17.4pp | 572.31%-563.4pp | 1.58%+7.3pp |
| Employer contribution / active EE | $5,684 | $3,554+59.9% | $4,815+18.0% | $2,545+123.3% |
| Participant deferral / active EE | $4,719 | $6,783-30.4% | $7,448-36.6% | $4,238+11.3% |
| Admin fee / account holder | $150 | $685-78.2% | $10,007-98.5% | $594-74.8% |