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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 | $101,539+70.3% | $147,041+17.6% | $74,400+132.4% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 12.95% | 8740.84%-8727.9pp | 419.21%-406.3pp | 1367.51%-1354.6pp |
| Employer contribution / active EE | $5,432 | $3,811+42.5% | $4,935+10.1% | $2,624+107.0% |
| Participant deferral / active EE | $7,104 | $7,304-2.7% | $8,071-12.0% | $4,348+63.4% |
| Admin fee / account holder | $2 | $1,749-99.9% | $13,006-100.0% | $1,944-99.9% |