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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 17 · EIN 35-1140070 | Pension Consulting | $5,409 |
THE CONCORD ADVISORY GROUP2 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $1,235 |
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 | $69,710 | $58,895+18.4% | $178,503-60.9% | $73,497-5.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.96% | 24.86%-10.9pp | 151.12%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $4,296 | $2,236+92.1% | $5,011-14.3% | $2,270+89.2% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $30 | $400-92.6% | $13,987-99.8% | $513-94.2% |