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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $31,792 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $18,528 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,830 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $380 |
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 | $71,412 | $52,293+36.6% | $178,499-60.0% | $73,412-2.7% |
| Participation rate | 64.5% | 65.3%-0.8pp | 81.9%-17.4pp | 72.2%-7.6pp |
| Annual return | 13.90% | 34.75%-20.8pp | 151.10%-137.2pp | 59.30%-45.4pp |
| Employer contribution / active EE | $2,479 | $1,735+42.8% | $5,011-50.5% | $2,234+11.0% |
| Participant deferral / active EE | $1,950 | $2,332-16.4% | $5,202-62.5% | $3,806-48.7% |
| Admin fee / account holder | $115 | $127-9.3% | $13,986-99.2% | $158-26.9% |