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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 02-0275490 | Other Services | $3,764 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,635 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $63,509 | $53,925+17.8% | $75,501-15.9% | $69,631-8.8% |
| Participation rate | 89.3% | 71.2%+18.1pp | 72.4%+16.9pp | 70.7%+18.6pp |
| Annual return | 16.73% | 17.84%-1.1pp | 27.35%-10.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,300 | $1,802-27.9% | $2,352-44.7% | $2,032-36.0% |
| Participant deferral / active EE | $3,939 | $2,569+53.3% | $3,142+25.4% | $3,224+22.2% |
| Admin fee / account holder | $10 | $97-89.3% | $5,801-99.8% | $110-90.6% |