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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $35,536 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $23,371 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,703 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $360 |
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 | $65,272 | $46,325+40.9% | $143,788-54.6% | $64,814+0.7% |
| Participation rate | 62.9% | 64.2%-1.3pp | 80.3%-17.4pp | 71.5%-8.6pp |
| Annual return | -14.29% | -10.05%-4.2pp | -0.03%-14.3pp | 32.84%-47.1pp |
| Employer contribution / active EE | $2,535 | $1,911+32.6% | $4,952-48.8% | $2,507+1.1% |
| Participant deferral / active EE | $1,855 | $2,647-29.9% | $5,638-67.1% | $4,310-57.0% |
| Admin fee / account holder | $128 | $154-16.5% | $14,675-99.1% | $188-31.6% |