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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,064 | $42,909+2.7% | $152,093-71.0% | $71,012-37.9% |
| Participation rate | 86.9% | 54.7%+32.3pp | 77.8%+9.2pp | 58.6%+28.4pp |
| Annual return | 12.54% | 30.57%-18.0pp | 66.36%-53.8pp | 37.67%-25.1pp |
| Employer contribution / active EE | $839 | $1,369-38.7% | $4,175-79.9% | $2,348-64.3% |
| Participant deferral / active EE | $2,176 | $1,904+14.3% | $5,451-60.1% | $3,246-33.0% |
| Admin fee / account holder | $167 | $1,014-83.5% | $14,497-98.8% | $1,167-85.7% |