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| Provider | Service type | Compensation |
|---|---|---|
ELDRIDGE INVESTMENT ADVISORS2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,410 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,585 | $36,916+96.6% | $156,551-53.6% | $57,658+25.9% |
| Participation rate | 41.2% | 63.4%-22.3pp | 84.0%-42.8pp | 70.2%-29.1pp |
| Annual return | 7.24% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $926 | $1,571-41.1% | $5,501-83.2% | $1,974-53.1% |
| Participant deferral / active EE | $1,785 | $1,926-7.3% | $4,871-63.3% | $3,061-41.7% |
| Admin fee / account holder | $228 | $82+176.2% | $13,028-98.3% | $95+141.0% |