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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 FORT · WAYNE, IN 46802 | Contract Administrator | $84,481 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 200 DRYDEN RD E DRESHER · DRESHER, PA 19025 | Recordkeeping | $13,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,105 | $28,956+10.9% | $71,778-55.3% | $64,824-50.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 62.3%+37.7pp | 71.5%+28.5pp |
| Annual return | -17.34% | -7.39%-9.9pp | 9.15%-26.5pp | 32.84%-50.2pp |
| Employer contribution / active EE | $4,497 | $1,159+288.1% | $1,704+163.8% | $2,507+79.4% |
| Participant deferral / active EE | $3,267 | $2,686+21.6% | $2,656+23.0% | $4,311-24.2% |
| Admin fee / account holder | $251 | $124+102.0% | $3,974-93.7% | $188+33.8% |