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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $68,716 |
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,871 | $101,653+70.1% | $147,080+17.5% | $74,459+132.2% |
| Participation rate | 97.3% | 75.6%+21.7pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 12.95% | 8754.98%-8742.0pp | 420.17%-407.2pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $5,432 | $3,813+42.4% | $4,933+10.1% | $2,626+106.9% |
| Participant deferral / active EE | $7,104 | $7,304-2.7% | $8,066-11.9% | $4,350+63.3% |
| Admin fee / account holder | $2 | $1,752-99.9% | $12,989-100.0% | $1,945-99.9% |