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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $78,370 |
VALMARK ADVISERS INC5 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $23,131 |
BERRY DUNN4 years Filed as: BERRY, DUNN MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,279 | $47,180-27.3% | $149,723-77.1% | $74,473-54.0% |
| Participation rate | 82.0% | 63.4%+18.6pp | 78.8%+3.3pp | 70.7%+11.3pp |
| Annual return | 10.90% | 22.75%-11.8pp | 134.50%-123.6pp | 34.36%-23.5pp |
| Employer contribution / active EE | $888 | $1,907-53.4% | $4,821-81.6% | $2,638-66.3% |
| Participant deferral / active EE | $2,108 | $2,730-22.8% | $5,682-62.9% | $4,530-53.5% |
| Admin fee / account holder | $127 | $343-63.1% | $13,215-99.0% | $347-63.5% |