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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $36,628 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 16 · EIN 20-4751585 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $19,375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,349 | $58,895+9.3% | $178,503-64.0% | $73,497-12.4% |
| Participation rate | 88.9% | 66.2%+22.7pp | 81.9%+7.0pp | 70.7%+18.3pp |
| Annual return | 11.17% | 24.86%-13.7pp | 151.12%-139.9pp | 28.51%-17.3pp |
| Employer contribution / active EE | $824 | $2,236-63.1% | $5,011-83.6% | $2,270-63.7% |
| Participant deferral / active EE | $3,326 | $2,567+29.6% | $5,202-36.1% | $3,740-11.1% |
| Admin fee / account holder | $175 | $400-56.3% | $13,987-98.7% | $513-65.9% |