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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $44,870 |
ARKADIOS CAPITAL2 years Filed as: ARKADIOS WEALTH Service code 26 · EIN 82-1659517 | Advisory (Participants) | $27,413 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $25,714 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,214 | $72,303-11.2% | $86,698-25.9% | $64,824-0.9% |
| Participation rate | 98.4% | 80.4%+18.0pp | 76.6%+21.8pp | 71.5%+26.9pp |
| Annual return | -15.70% | 392.77%-408.5pp | 35.96%-51.7pp | 32.84%-48.5pp |
| Employer contribution / active EE | $2,241 | $2,393-6.4% | $2,837-21.0% | $2,507-10.6% |
| Participant deferral / active EE | $7,585 | $4,660+62.8% | $4,656+62.9% | $4,311+75.9% |
| Admin fee / account holder | $207 | $174+19.1% | $7,492-97.2% | $188+10.3% |