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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $37,192 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $29,999 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $88,567 | $65,118+36.0% | $76,767+15.4% | $55,725+58.9% |
| Participation rate | 90.2% | 79.6%+10.6pp | 77.0%+13.2pp | 70.9%+19.3pp |
| Annual return | -3.96% | -1.27%-2.7pp | 2.43%-6.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $4,820 | $1,941+148.3% | $2,485+93.9% | $2,078+131.9% |
| Participant deferral / active EE | $3,223 | $3,688-12.6% | $3,852-16.3% | $3,356-4.0% |
| Admin fee / account holder | $181 | $116+55.9% | $6,675-97.3% | $115+56.8% |