Filed December 7, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE5 years Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $3,700 |
LINCOLN NATIONAL CORPORATION2 years Service code 50 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Direct Payment | $781 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,377 | $65,582-21.7% | $64,097-19.8% | $71,529-28.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 20.33% | 18.96%+1.4pp | 33.75%-13.4pp | 28.97%-8.6pp |
| Employer contribution / active EE | $6,652 | $2,671+149.1% | $2,750+141.9% | $2,590+156.9% |
| Participant deferral / active EE | $8,640 | $3,628+138.1% | $3,881+122.6% | $4,291+101.3% |
| Admin fee / account holder | $14 | $616-97.8% | $3,070-99.6% | $1,588-99.1% |