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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $53,716 |
Filed as: CAPFINANCIAL PARTRNERS LLC Service code 16 | Consulting | $20,731 |
Service code 16 · EIN 26-0058143 | Consulting | $5,892 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 53 · EIN 35-1151034 | Insurance Commissions | $5,583 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 3.97% | 4.01%0pp | 18.87%-14.9pp | 11.88%-7.9pp |
| Employer contribution / active EE | $4,028 | $9,840-59.1% | $19,828-79.7% | $14,612-72.4% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |