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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $36,750 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,381 |
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 | $44,081 | $37,117+18.8% | $147,617-70.1% | $55,191-20.1% |
| Participation rate | 73.7% | 63.6%+10.1pp | 84.6%-10.9pp | 69.2%+4.6pp |
| Annual return | 0.89% | 3.44%-2.6pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $803 | $1,620-50.4% | $5,564-85.6% | $1,899-57.7% |
| Participant deferral / active EE | $2,643 | $1,985+33.1% | $4,895-46.0% | $3,046-13.2% |
| Admin fee / account holder | $61 | $86-28.8% | $11,612-99.5% | $91-32.9% |