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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,889 |
GIBSON CAPITAL, LLC1+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $27,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,907 | $46,360-48.4% | $147,617-83.8% | $52,331-54.3% |
| Participation rate | 64.7% | 64.9%-0.2pp | 84.6%-19.9pp | 68.1%-3.4pp |
| Annual return | -0.38% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,098 | $2,258-7.1% | $4,895-57.1% | $3,022-30.6% |
| Admin fee / account holder | $229 | $766-70.1% | $11,612-98.0% | $592-61.2% |