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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $7,575 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,736 | $46,360+0.8% | $147,617-68.3% | $52,331-10.7% |
| Participation rate | 60.4% | 64.9%-4.6pp | 84.6%-24.3pp | 68.1%-7.8pp |
| Annual return | 2.27% | 1.62%+0.7pp | 61.98%-59.7pp | 4.54%-2.3pp |
| Employer contribution / active EE | $554 | $2,126-73.9% | $5,564-90.0% | $1,882-70.6% |
| Participant deferral / active EE | $2,970 | $2,258+31.6% | $4,895-39.3% | $3,022-1.7% |
| Admin fee / account holder | $37 | $766-95.2% | $11,612-99.7% | $592-93.8% |