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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $36,504 |
BAKER NEWMAN NOYES3+ years Filed as: BAKER NEWMAN & NOYES LLC Service code 16 · EIN 01-0494526 PO BOX 507 · PORTLAND, ME 04112 | Consulting | $10,620 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 16 · EIN 20-4751585 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $7,051 |
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 | $69,919 | $46,173+51.4% | $170,435-59.0% | $69,631+0.4% |
| Participation rate | 77.4% | 63.9%+13.5pp | 83.6%-6.2pp | 70.7%+6.7pp |
| Annual return | 13.15% | 21.62%-8.5pp | 205.94%-192.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $643 | $1,610-60.1% | $5,432-88.2% | $2,032-68.4% |
| Participant deferral / active EE | $2,700 | $2,080+29.8% | $4,939-45.3% | $3,224-16.3% |
| Admin fee / account holder | $199 | $116+71.8% | $13,881-98.6% | $110+80.4% |