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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,146 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $10,151 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,709 | $65,428-62.2% | $169,397-85.4% | $71,529-65.5% |
| Participation rate | 93.5% | 66.9%+26.7pp | 77.2%+16.4pp | 67.9%+25.6pp |
| Annual return | 19.35% | 21.35%-2.0pp | 406.23%-386.9pp | 28.97%-9.6pp |
| Employer contribution / active EE | $1,045 | $2,064-49.4% | $4,013-74.0% | $2,590-59.7% |
| Participant deferral / active EE | $3,545 | $4,360-18.7% | $6,223-43.0% | $4,291-17.4% |
| Admin fee / account holder | $173 | $1,328-87.0% | $9,017-98.1% | $1,588-89.1% |