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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST · FORT WAYNE, IN 46801 | Contract Administrator | $51,497 |
ASCENSUS LLC6 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 1102 CHESTNUT HILLS PKWY #100 · FORT WAYNE, IN 46814 | Recordkeeping | $12,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,764 | $53,216-77.9% | $155,534-92.4% | $199,960-94.1% |
| Participation rate | 27.4% | 64.1%-36.7pp | 78.2%-50.8pp | 72.0%-44.6pp |
| Annual return | 13.67% | 41.18%-27.5pp | 64.92%-51.2pp | 34.28%-20.6pp |
| Employer contribution / active EE | $119 | $1,848-93.5% | $4,675-97.4% | $3,036-96.1% |
| Participant deferral / active EE | $699 | $3,164-77.9% | $5,630-87.6% | $5,087-86.3% |
| Admin fee / account holder | $119 | $186-35.7% | $15,900-99.2% | $269-55.7% |