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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $16,635 |
BERRY DUNN1+ years Filed as: BERRYDUNN Service code 10 · EIN 01-0523282 100 MIDDLE STREET · PORTLAND, ME 04101 | Accounting | $3,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,263 | $61,166-1.5% | $185,837-67.6% | $79,393-24.1% |
| Participation rate | 44.7% | 66.6%-21.9pp | 81.7%-37.0pp | 70.7%-26.0pp |
| Annual return | 12.25% | 19.45%-7.2pp | 122.08%-109.8pp | 116.87%-104.6pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,347 | $2,789-51.7% | $5,568-75.8% | $4,046-66.7% |
| Admin fee / account holder | $98 | $710-86.2% | $16,241-99.4% | $627-84.4% |