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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,988 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $10,070 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,229 | $59,140-60.7% | $160,037-85.5% | $66,949-65.3% |
| Participation rate | 85.2% | 68.1%+17.0pp | 78.0%+7.2pp | 69.8%+15.4pp |
| Annual return | -11.75% | -12.25%+0.5pp | 408.95%-420.7pp | 1.57%-13.3pp |
| Employer contribution / active EE | $1,070 | $1,982-46.0% | $4,226-74.7% | $2,545-58.0% |
| Participant deferral / active EE | $3,806 | $4,399-13.5% | $6,184-38.4% | $4,239-10.2% |
| Admin fee / account holder | $247 | $591-58.2% | $8,716-97.2% | $594-58.4% |