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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-0114007 | Contract Administrator | $16,395 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $9,480 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,272 | $101,672-69.2% | $147,117-78.7% | $74,478-58.0% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 12.43% | 8757.83%-8745.4pp | 420.54%-408.1pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,929 | $3,813-49.4% | $4,932-60.9% | $2,626-26.6% |
| Participant deferral / active EE | $3,102 | $7,305-57.5% | $8,065-61.5% | $4,350-28.7% |
| Admin fee / account holder | $134 | $1,753-92.4% | $12,993-99.0% | $1,946-93.1% |