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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $43,807 |
CLEARPOINT CAPITAL2 years Filed as: CLEARPOINT CAPITAL- AMERIPRIS Service code 16 · EIN 41-0973005 23 WATER ST. · BANGOR, ME 04401 | Consulting | $20,421 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,075 | $61,272-6.8% | $149,673-61.9% | $71,457-20.1% |
| Participation rate | 40.2% | 62.5%-22.3pp | 78.8%-38.5pp | 67.9%-27.7pp |
| Annual return | 10.69% | 35.85%-25.2pp | 134.42%-123.7pp | 28.85%-18.2pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,513 | $2,917-48.1% | $5,680-73.4% | $4,289-64.7% |
| Admin fee / account holder | $299 | $1,261-76.3% | $13,210-97.7% | $1,587-81.2% |