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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 94-1737782 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 941051965 | Contract Administrator | $18,285 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,717 |
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 | $45,988 | $67,512-31.9% | $185,851-75.3% | $93,010-50.6% |
| Participation rate | 54.1% | 67.1%-13.1pp | 81.7%-27.6pp | 73.9%-19.8pp |
| Annual return | 10.82% | 21.04%-10.2pp | 122.11%-111.3pp | 158.70%-147.9pp |
| Employer contribution / active EE | $942 | $1,783-47.2% | $5,168-81.8% | $2,705-65.2% |
| Participant deferral / active EE | $2,345 | $3,035-22.7% | $5,569-57.9% | $4,561-48.6% |
| Admin fee / account holder | $21 | $318-93.2% | $16,245-99.9% | $152-85.8% |