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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $27,626 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $16,686 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,098 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,310 | $52,961+30.9% | $172,755-59.9% | $65,185+6.3% |
| Participation rate | 69.6% | 66.2%+3.4pp | 82.6%-13.0pp | 70.2%-0.6pp |
| Annual return | 20.58% | 30.12%-9.5pp | 802.94%-782.4pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,754 | $2,190+25.7% | $5,144-46.5% | $2,177+26.5% |
| Participant deferral / active EE | $2,415 | $2,471-2.3% | $5,198-53.5% | $3,514-31.3% |
| Admin fee / account holder | $113 | $472-76.1% | $13,955-99.2% | $847-86.7% |