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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $89,213 |
VALMARK ADVISERS INC7 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $24,240 |
BDMP ASSURANCE, LLP1 year Service code 10 · EIN 99-4708358 | Accounting | $17,870 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,064 | $38,165+15.5% | $189,758-76.8% | $69,255-36.4% |
| Participation rate | 86.9% | 66.7%+20.2pp | 79.8%+7.1pp | 69.0%+17.9pp |
| Annual return | 12.54% | 14.65%-2.1pp | 52.62%-40.1pp | 26.73%-14.2pp |
| Employer contribution / active EE | $839 | $1,589-47.2% | $4,767-82.4% | $2,645-68.3% |
| Participant deferral / active EE | $2,176 | $2,073+4.9% | $5,856-62.8% | $2,890-24.7% |
| Admin fee / account holder | $167 | $714-76.6% | $20,388-99.2% | $733-77.2% |