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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 FORT · WAYNE, IN 46802 | Contract Administrator | $87,042 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 200 DRYDEN RD E DRESHER · DRESHER, PA 19025 | Recordkeeping | $5,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,289 | $36,981-1.9% | $69,701-47.9% | $77,671-53.3% |
| Participation rate | 96.1% | 64.2%+32.0pp | 66.4%+29.7pp | 70.6%+25.6pp |
| Annual return | 12.87% | 29.30%-16.4pp | 100.32%-87.4pp | 31.21%-18.3pp |
| Employer contribution / active EE | $836 | $1,267-34.0% | $1,713-51.2% | $2,726-69.3% |
| Participant deferral / active EE | $3,027 | $2,750+10.1% | $2,887+4.8% | $4,648-34.9% |
| Admin fee / account holder | $212 | $511-58.4% | $4,717-95.5% | $430-50.6% |