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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 55 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Other Commissions | $20,294 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,404 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $6,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,631 | $89,370-5.3% | $141,197-40.1% | $72,976+16.0% |
| Participation rate | 68.9% | 75.1%-6.2pp | 82.5%-13.6pp | 69.5%-0.6pp |
| Annual return | 22.74% | 111.88%-89.1pp | 71.41%-48.7pp | 81.02%-58.3pp |
| Employer contribution / active EE | $589 | $3,115-81.1% | $4,736-87.6% | $2,440-75.8% |
| Participant deferral / active EE | $5,301 | $5,419-2.2% | $6,710-21.0% | $3,608+46.9% |
| Admin fee / account holder | $52 | $5,957-99.1% | $10,265-99.5% | $5,124-99.0% |