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| Provider | Service type | Compensation |
|---|---|---|
BAKER NEWMAN NOYES1+ years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $10,140 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $6,646 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $406 |
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 | $54,276 | $46,360+17.1% | $147,617-63.2% | $52,331+3.7% |
| Participation rate | 94.9% | 64.9%+29.9pp | 84.6%+10.3pp | 68.1%+26.8pp |
| Annual return | 3.72% | 1.62%+2.1pp | 61.98%-58.3pp | 4.54%-0.8pp |
| Employer contribution / active EE | $1,417 | $2,126-33.4% | $5,564-74.5% | $1,882-24.7% |
| Participant deferral / active EE | $2,667 | $2,258+18.2% | $4,895-45.5% | $3,022-11.7% |
| Admin fee / account holder | $58 | $766-92.4% | $11,612-99.5% | $592-90.1% |