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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,968 |
THE ROSE FINANCIAL GROUP LLC9 years Service code 15 · EIN 35-2130755 | Recordkeeping | $8,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $26,719 | $46,464-42.5% | $150,298-82.2% | $79,634-66.4% |
| Participation rate | 44.0% | 57.0%-13.0pp | 77.8%-33.8pp | 62.5%-18.5pp |
| Annual return | 11.10% | 27.89%-16.8pp | 62.79%-51.7pp | 36.46%-25.4pp |
| Employer contribution / active EE | $1,791 | $1,512+18.5% | $4,154-56.9% | $2,529-29.2% |
| Participant deferral / active EE | $1,070 | $2,157-50.4% | $5,453-80.4% | $3,835-72.1% |
| Admin fee / account holder | $166 | $891-81.4% | $14,116-98.8% | $1,002-83.4% |