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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,989 |
HICKS PENSION SERVICES2 years Service code 15 · EIN 94-2158860 | Recordkeeping | $625 |
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 | $29,434 | $80,763-63.6% | $102,412-71.3% | $74,459-60.5% |
| Participation rate | 79.4% | 65.7%+13.8pp | 74.5%+4.9pp | 67.2%+12.2pp |
| Annual return | 12.69% | 27.57%-14.9pp | 24.94%-12.3pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,222 | $3,862+35.2% | $5,060+3.2% | $4,350+20.0% |
| Admin fee / account holder | $251 | $2,371-89.4% | $8,388-97.0% | $1,945-87.1% |