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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,318 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,945 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,242 | $52,967+27.0% | $172,753-61.1% | $65,186+3.2% |
| Participation rate | 70.2% | 66.2%+4.0pp | 82.6%-12.4pp | 70.2%0pp |
| Annual return | 21.85% | 30.12%-8.3pp | 803.00%-781.2pp | 29.39%-7.5pp |
| Employer contribution / active EE | $520 | $2,190-76.3% | $5,144-89.9% | $2,177-76.1% |
| Participant deferral / active EE | $4,719 | $2,471+91.0% | $5,198-9.2% | $3,514+34.3% |
| Admin fee / account holder | $230 | $472-51.2% | $13,956-98.3% | $847-72.8% |