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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $77,079 |
GIBSON CAPITAL, LLC7+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $33,534 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,728 | $56,540-43.9% | $185,851-82.9% | $86,821-63.5% |
| Participation rate | 82.9% | 65.5%+17.4pp | 81.7%+1.2pp | 72.3%+10.7pp |
| Annual return | 14.02% | 118.20%-104.2pp | 122.11%-108.1pp | 97.94%-83.9pp |
| Employer contribution / active EE | $841 | $1,844-54.4% | $5,168-83.7% | $2,406-65.0% |
| Participant deferral / active EE | $3,190 | $2,555+24.8% | $5,569-42.7% | $4,132-22.8% |
| Admin fee / account holder | $299 | $150+99.8% | $16,245-98.2% | $170+76.3% |