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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL CORPORTATION Service code 13 · EIN 35-1140070 | Contract Administrator | $26,504 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS Service code 15 · EIN 26-2091417 | Recordkeeping | $1,275 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,408 | $91,407+26.3% | $135,903-15.1% | $71,457+61.5% |
| Participation rate | 69.2% | 75.7%-6.4pp | 81.9%-12.7pp | 67.9%+1.3pp |
| Annual return | 15.31% | 29.90%-14.6pp | 68.23%-52.9pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,114 | $3,703-42.9% | $4,856-56.5% | $2,588-18.3% |
| Participant deferral / active EE | $5,222 | $7,092-26.4% | $7,758-32.7% | $4,289+21.7% |
| Admin fee / account holder | $160 | $1,266-87.3% | $10,762-98.5% | $1,587-89.9% |