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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $62,447 |
GIBSON CAPITAL, LLC6+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $29,083 |
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 | $31,207 | $52,293-40.3% | $178,503-82.5% | $73,412-57.5% |
| Participation rate | 81.6% | 65.3%+16.2pp | 81.9%-0.4pp | 72.2%+9.4pp |
| Annual return | 14.65% | 34.75%-20.1pp | 151.12%-136.5pp | 59.30%-44.6pp |
| Employer contribution / active EE | $790 | $1,736-54.5% | $5,011-84.2% | $2,234-64.7% |
| Participant deferral / active EE | $3,071 | $2,333+31.6% | $5,202-41.0% | $3,806-19.3% |
| Admin fee / account holder | $265 | $127+107.7% | $13,987-98.1% | $158+67.5% |