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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $16,032 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 P.O. BOX 74008967 · CHICAGO, IL 60674 | Advisory (Plan) | $8,740 |
AZALEA ADMINISTRATION LLC1+ years Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 27-0711617 P.O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $2,481 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,243 | $81,358-45.6% | $155,556-71.6% | $80,959-45.4% |
| Participation rate | 84.6% | 66.3%+18.4pp | 78.2%+6.4pp | 67.7%+16.9pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,999 | $3,106-35.7% | $4,675-57.3% | $2,757-27.5% |
| Participant deferral / active EE | $1,471 | $3,455-57.4% | $5,631-73.9% | $4,300-65.8% |
| Admin fee / account holder | $153 | $7,994-98.1% | $15,885-99.0% | $6,925-97.8% |