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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 17 · EIN 35-1140070 | Pension Consulting | $7,895 |
THE CONCORD ADVISORY GROUP4 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $1,029 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,365 | $73,863-10.2% | $143,797-53.8% | $68,490-3.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.03% | 0.91%-12.9pp | -0.04%-12.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $4,514 | $3,185+41.7% | $4,952-8.9% | $2,597+73.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $42 | $5,756-99.3% | $14,679-99.7% | $5,403-99.2% |