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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $49,250 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,306 |
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 | $45,659 | $36,916+23.7% | $156,551-70.8% | $57,658-20.8% |
| Participation rate | 72.0% | 63.4%+8.5pp | 84.0%-12.1pp | 70.2%+1.7pp |
| Annual return | 8.20% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $841 | $1,571-46.5% | $5,501-84.7% | $1,974-57.4% |
| Participant deferral / active EE | $2,637 | $1,926+37.0% | $4,871-45.9% | $3,061-13.8% |
| Admin fee / account holder | $76 | $82-7.7% | $13,028-99.4% | $95-19.5% |