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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $43,854 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 925 4TH AVENUE · SEATTLE, WA 98104 | Advisory (Participants) | $31,300 |
Service code 99 · EIN 74-2533381 5400 BOSQUE BLVD., SUITE 600 · WACO, TX 76710 | Other Fees | $7,725 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,797 | $52,967-30.5% | $172,753-78.7% | $65,186-43.6% |
| Participation rate | 91.4% | 66.2%+25.2pp | 82.6%+8.8pp | 70.2%+21.2pp |
| Annual return | 40.08% | 30.12%+10.0pp | 803.00%-762.9pp | 29.39%+10.7pp |
| Employer contribution / active EE | $2,696 | $2,190+23.1% | $5,144-47.6% | $2,177+23.9% |
| Participant deferral / active EE | $7,781 | $2,471+214.9% | $5,198+49.7% | $3,514+121.4% |
| Admin fee / account holder | $153 | $472-67.6% | $13,956-98.9% | $847-81.9% |