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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $70,523 |
GIBSON CAPITAL, LLC8+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $33,037 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,744 | $46,332-38.0% | $143,797-80.0% | $64,824-55.7% |
| Participation rate | 71.9% | 64.2%+7.6pp | 80.3%-8.4pp | 71.5%+0.4pp |
| Annual return | -15.41% | -10.05%-5.4pp | -0.04%-15.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $803 | $1,911-58.0% | $4,952-83.8% | $2,507-68.0% |
| Participant deferral / active EE | $3,062 | $2,647+15.7% | $5,638-45.7% | $4,311-29.0% |
| Admin fee / account holder | $284 | $154+84.4% | $14,679-98.1% | $188+51.0% |