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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 55 1301 S CLINTON ST · FORT WAYNE, IN 46802 | Other Commissions | $22,851 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,668 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE INC. Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $9,638 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,022 | $82,678+27.0% | $125,391-16.2% | $68,490+53.3% |
| Participation rate | 48.6% | 75.1%-26.4pp | 82.4%-33.7pp | 67.9%-19.2pp |
| Annual return | -16.80% | -5.97%-10.8pp | 572.41%-589.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $651 | $3,382-80.8% | $4,816-86.5% | $2,597-74.9% |
| Participant deferral / active EE | $5,772 | $6,111-5.5% | $7,448-22.5% | $4,028+43.3% |
| Admin fee / account holder | $61 | $6,277-99.0% | $10,009-99.4% | $5,403-98.9% |