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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,032 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $35,117 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,425 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $320 |
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 | $74,416 | $50,820+46.4% | $155,567-52.2% | $77,671-4.2% |
| Participation rate | 70.0% | 63.1%+6.8pp | 78.2%-8.2pp | 70.6%-0.6pp |
| Annual return | 12.73% | 34.85%-22.1pp | 64.74%-52.0pp | 31.21%-18.5pp |
| Employer contribution / active EE | $3,338 | $1,993+67.5% | $4,674-28.6% | $2,726+22.4% |
| Participant deferral / active EE | $2,535 | $2,823-10.2% | $5,628-55.0% | $4,648-45.5% |
| Admin fee / account holder | $151 | $436-65.4% | $15,916-99.1% | $430-64.9% |