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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 17 · EIN 35-1140070 | Pension Consulting | $7,819 |
THE CONCORD ADVISORY GROUP3 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $1,344 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,086 | $95,416-16.1% | $185,823-56.9% | $85,850-6.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.62% | 23.59%-13.0pp | 122.05%-111.4pp | 318.53%-307.9pp |
| Employer contribution / active EE | $4,326 | $3,314+30.6% | $5,167-16.3% | $2,565+68.7% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $45 | $7,213-99.4% | $16,237-99.7% | $6,260-99.3% |