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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $31,150 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $1,800 |
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 | $2,938 | $65,428-95.5% | $169,390-98.3% | $71,511-95.9% |
| Participation rate | 91.5% | 66.9%+24.6pp | 77.2%+14.3pp | 67.9%+23.5pp |
| Annual return | 21.71% | 21.35%+0.4pp | 406.07%-384.4pp | 28.86%-7.1pp |
| Employer contribution / active EE | $1,345 | $2,064-34.8% | $4,013-66.5% | $2,589-48.1% |
| Participant deferral / active EE | $2,065 | $4,360-52.6% | $6,222-66.8% | $4,291-51.9% |
| Admin fee / account holder | $54 | $1,328-96.0% | $9,015-99.4% | $1,588-96.6% |