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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 | $36,707-1.1% | $69,632-47.9% | $77,762-53.3% |
| Participation rate | 96.1% | 64.1%+32.1pp | 66.4%+29.7pp | 70.6%+25.6pp |
| Annual return | 12.87% | 39.03%-26.2pp | 101.32%-88.5pp | 31.27%-18.4pp |
| Employer contribution / active EE | $836 | $1,236-32.4% | $1,708-51.1% | $2,728-69.4% |
| Participant deferral / active EE | $3,027 | $2,710+11.7% | $2,889+4.8% | $4,651-34.9% |
| Admin fee / account holder | $212 | $510-58.3% | $4,695-95.5% | $433-50.9% |