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| Provider | Service type | Compensation |
|---|---|---|
BAKER NEWMAN NOYES2+ years Filed as: BAKER NEWMAN & NOYES LLC Service code 16 · EIN 01-0494526 PO BOX 507 · PORTLAND, ME 04112 | Consulting | $10,180 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $8,871 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 16 · EIN 20-4751585 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $6,846 |
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 | $58,402 | $36,916+58.2% | $156,551-62.7% | $57,658+1.3% |
| Participation rate | 84.1% | 63.4%+20.6pp | 84.0%0pp | 70.2%+13.8pp |
| Annual return | 6.01% | 12.38%-6.4pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $598 | $1,571-61.9% | $5,501-89.1% | $1,974-69.7% |
| Participant deferral / active EE | $2,707 | $1,926+40.6% | $4,871-44.4% | $3,061-11.6% |
| Admin fee / account holder | $89 | $82+7.9% | $13,028-99.3% | $95-5.9% |