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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 55 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Other Commissions | $21,958 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $12,643 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,477 |
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 | $109,872 | $98,776+11.2% | $149,745-26.6% | $79,856+37.6% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.5%-23.0pp | 69.6%-10.1pp |
| Annual return | 20.40% | 27.38%-7.0pp | 276.72%-256.3pp | 31.71%-11.3pp |
| Employer contribution / active EE | $275 | $3,217-91.5% | $4,646-94.1% | $2,471-88.9% |
| Participant deferral / active EE | $5,102 | $5,681-10.2% | $6,843-25.4% | $3,741+36.4% |
| Admin fee / account holder | $85 | $6,053-98.6% | $9,312-99.1% | $5,306-98.4% |