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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,625 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $142 |
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 | $8,928 | $58,292-84.7% | $86,640-89.7% | $71,511-87.5% |
| Participation rate | 76.6% | 65.0%+11.6pp | 71.7%+4.9pp | 67.9%+8.7pp |
| Annual return | 14.86% | 21.63%-6.8pp | 592.52%-577.7pp | 28.86%-14.0pp |
| Employer contribution / active EE | $998 | $2,574-61.2% | $3,024-67.0% | $2,589-61.5% |
| Participant deferral / active EE | $1,032 | $3,438-70.0% | $4,438-76.8% | $4,291-76.0% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,616-99.9% | $1,588-99.8% |