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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 | $36,904+19.4% | $158,223-72.2% | $65,191-32.4% |
| Participation rate | 86.9% | 62.1%+24.8pp | 79.2%+7.7pp | 63.0%+23.9pp |
| Annual return | 12.54% | 24.43%-11.9pp | 52.09%-39.6pp | 51.24%-38.7pp |
| Employer contribution / active EE | $839 | $1,489-43.7% | $4,109-79.6% | $2,400-65.0% |
| Participant deferral / active EE | $2,176 | $1,936+12.4% | $5,467-60.2% | $2,671-18.6% |
| Admin fee / account holder | $167 | $793-78.9% | $16,047-99.0% | $907-81.6% |