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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $78,004 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 925 4TH AVENUE · SEATTLE, WA 98104 | Advisory (Participants) | $39,728 |
Service code 99 · EIN 74-2533381 5400 BOSQUE BLVD., SUITE 600 · WACO, TX 76710 | Other Fees | $8,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,388 | $61,172-29.1% | $185,851-76.7% | $79,389-45.3% |
| Participation rate | 94.2% | 66.6%+27.6pp | 81.7%+12.5pp | 70.7%+23.5pp |
| Annual return | 13.22% | 19.45%-6.2pp | 122.11%-108.9pp | 116.89%-103.7pp |
| Employer contribution / active EE | $4,329 | $2,321+86.5% | $5,168-16.2% | $2,428+78.3% |
| Participant deferral / active EE | $11,228 | $2,788+302.7% | $5,569+101.6% | $4,046+177.5% |
| Admin fee / account holder | $201 | $710-71.7% | $16,245-98.8% | $626-68.0% |