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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $125,970 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 13 · EIN 91-1463664 7350 CIRQUE DR W STE 201 · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $40,920 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $8,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,704 | $50,956-24.0% | $96,562-59.9% | $86,799-55.4% |
| Participation rate | 82.2% | 65.2%+17.0pp | 69.8%+12.4pp | 72.3%+10.0pp |
| Annual return | 12.03% | 21.27%-9.2pp | 37.78%-25.8pp | 97.91%-85.9pp |
| Employer contribution / active EE | $1,760 | $1,111+58.5% | $2,356-25.3% | $2,405-26.8% |
| Participant deferral / active EE | $5,453 | $2,954+84.6% | $3,849+41.7% | $4,131+32.0% |
| Admin fee / account holder | $209 | $166+25.7% | $6,181-96.6% | $170+23.1% |