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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $36,254 |
BAKER NEWMAN NOYES4+ years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 PO BOX 507 · PORTLAND, ME 04112 | Accounting | $11,175 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 16 · EIN 20-4751585 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $8,625 |
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 | $60,094 | $37,196+61.6% | $154,108-61.0% | $55,725+7.8% |
| Participation rate | 75.7% | 64.1%+11.6pp | 83.0%-7.4pp | 70.9%+4.8pp |
| Annual return | -2.78% | 1319.68%-1322.5pp | 735.21%-738.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $658 | $1,614-59.3% | $5,298-87.6% | $2,078-68.4% |
| Participant deferral / active EE | $3,005 | $2,068+45.3% | $5,081-40.8% | $3,356-10.4% |
| Admin fee / account holder | $202 | $102+99.2% | $13,411-98.5% | $115+75.7% |