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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES COMPANY Service code 51 · EIN 35-0472300 | Investment Mgmt Fees | $75,778 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $34,226 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $30,254 |
LUMSDEN & MCCORMICK LLP1 year Filed as: LUMSDEN & MCCORMICK, LLP Service code 10 · EIN 16-0765486 | Accounting | $17,000 |
Filed as: JOSEPH MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1125088 | Accounting | $13,817 |
Filed as: ARCARA LENDA EUSANIO & STACEY, CPA Service code 10 · EIN 47-1793720 | Accounting | $12,140 |
Filed as: GORLICK, KRAVITZ & LISTHAUS PC Service code 29 · EIN 13-3790829 | Legal | $11,773 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $8,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,477 | $77,788-63.4% | $119,126-76.1% | $64,728-56.0% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 13.49% | 13.19%+0.3pp | 282.11%-268.6pp | 49.38%-35.9pp |
| Employer contribution / active EE | $5,347 | $4,031+32.6% | $4,034+32.6% | $2,243+138.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $182 | $1,365-86.7% | $10,693-98.3% | $1,145-84.1% |