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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,175 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $938 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,528 | $65,434-85.4% | $98,483-90.3% | $85,847-88.9% |
| Participation rate | 78.7% | 65.0%+13.7pp | 73.3%+5.4pp | 69.3%+9.4pp |
| Annual return | 10.61% | 21.75%-11.1pp | 1494.38%-1483.8pp | 318.61%-308.0pp |
| Employer contribution / active EE | $1,338 | $2,169-38.3% | $2,961-54.8% | $2,565-47.9% |
| Participant deferral / active EE | $1,058 | $3,168-66.6% | $4,276-75.3% | $3,952-73.2% |
| Admin fee / account holder | $12 | $4,595-99.7% | $5,953-99.8% | $6,261-99.8% |