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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,701 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,351 | $54,355-82.8% | $82,744-88.7% | $68,486-86.3% |
| Participation rate | 31.9% | 63.9%-32.0pp | 72.6%-40.6pp | 67.9%-35.9pp |
| Annual return | -13.69% | -13.67%0pp | 702.22%-715.9pp | -7.85%-5.8pp |
| Employer contribution / active EE | $907 | $2,219-59.1% | $3,008-69.9% | $2,597-65.1% |
| Participant deferral / active EE | $1,243 | $3,246-61.7% | $4,395-71.7% | $4,028-69.1% |
| Admin fee / account holder | $8 | $4,397-99.8% | $5,325-99.8% | $5,404-99.8% |