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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $65,374 |
GIBSON CAPITAL, LLC9+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $33,790 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,631 | $61,391-43.6% | $149,723-76.9% | $71,529-51.6% |
| Participation rate | 81.9% | 62.5%+19.4pp | 78.8%+3.1pp | 67.9%+14.0pp |
| Annual return | 15.90% | 35.88%-20.0pp | 134.50%-118.6pp | 28.97%-13.1pp |
| Employer contribution / active EE | $1,026 | $2,384-57.0% | $4,821-78.7% | $2,590-60.4% |
| Participant deferral / active EE | $4,190 | $2,921+43.4% | $5,682-26.3% | $4,291-2.4% |
| Admin fee / account holder | $291 | $1,264-77.0% | $13,215-97.8% | $1,588-81.7% |