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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,115 |
GIBSON CAPITAL, LLC2+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $26,943 |
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 | $22,249 | $46,732-52.4% | $156,551-85.8% | $55,167-59.7% |
| Participation rate | 69.4% | 65.8%+3.6pp | 84.0%-14.6pp | 69.0%+0.4pp |
| Annual return | 5.97% | 17.72%-11.7pp | 32.23%-26.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,259 | $2,204+2.5% | $4,871-53.6% | $3,054-26.1% |
| Admin fee / account holder | $230 | $418-45.1% | $13,028-98.2% | $504-54.4% |