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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $62,556 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $16,428 |
Service code 99 · EIN 74-2533381 | Other Fees | $5,900 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,758 | $65,125-31.3% | $143,797-68.9% | $66,949-33.1% |
| Participation rate | 95.4% | 65.2%+30.2pp | 80.3%+15.1pp | 69.8%+25.6pp |
| Annual return | -16.82% | -11.13%-5.7pp | -0.04%-16.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $2,409 | $2,362+2.0% | $4,952-51.4% | $2,545-5.4% |
| Participant deferral / active EE | $9,594 | $2,920+228.5% | $5,638+70.1% | $4,239+126.3% |
| Admin fee / account holder | $268 | $503-46.6% | $14,679-98.2% | $594-54.8% |