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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 17 · EIN 35-1140070 | Pension Consulting | $7,882 |
THE CONCORD ADVISORY GROUP5 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $989 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,211 | $77,908-2.2% | $149,696-49.1% | $75,173+1.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.09% | 31.73%-18.6pp | 134.46%-121.4pp | 160.72%-147.6pp |
| Employer contribution / active EE | $4,496 | $3,138+43.3% | $4,821-6.7% | $2,671+68.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $46 | $5,950-99.2% | $13,212-99.7% | $5,651-99.2% |