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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Service code 13 · EIN 76-0500416 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $6,112 |
LINCOLN NATIONAL CORPORATION2 years Service code 64 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,312 | $88,360-11.4% | $145,433-46.2% | $67,986+15.2% |
| Participation rate | 94.0% | 65.5%+28.5pp | 82.1%+11.8pp | 57.2%+36.8pp |
| Annual return | 31.65% | 63.15%-31.5pp | 66.58%-34.9pp | 31.67%0pp |
| Employer contribution / active EE | $6,636 | $3,054+117.3% | $4,554+45.7% | $2,019+228.7% |
| Participant deferral / active EE | $11,117 | $5,932+87.4% | $7,897+40.8% | $3,358+231.1% |
| Admin fee / account holder | $12 | $3,313-99.6% | $13,129-99.9% | $3,203-99.6% |