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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 | $36,002+22.4% | $161,489-72.7% | $64,728-31.9% |
| Participation rate | 86.9% | 57.4%+29.5pp | 78.7%+8.2pp | 57.9%+29.0pp |
| Annual return | 12.54% | 33.93%-21.4pp | 89.72%-77.2pp | 49.38%-36.8pp |
| Employer contribution / active EE | $839 | $1,380-39.2% | $4,268-80.3% | $2,243-62.6% |
| Participant deferral / active EE | $2,176 | $1,815+19.9% | $5,630-61.4% | $2,729-20.3% |
| Admin fee / account holder | $167 | $931-82.0% | $16,006-99.0% | $1,145-85.4% |