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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 1300 S. CLINTON ST. #150 · FT. WAYNE, IN 46802 | Other Commissions | $32,937 |
PA RETIREMENT SOLUTIONS, INC.1+ years Service code 13 · EIN 27-2487837 119 ASTER DRIVE · HARRISBURG, PA 17112 | Contract Administrator | $16,689 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,884 |
MARTIN M SACKS & ASSOCIATES1+ years Service code 10 4775 LINGLESTOWN RD. · HARRISBURG, PA 17112 | Accounting | $2,817 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,639 |
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 | $58,301 | $50,464+15.5% | $75,784-23.1% | $52,331+11.4% |
| Participation rate | 97.7% | 66.8%+31.0pp | 75.8%+21.9pp | 68.1%+29.6pp |
| Annual return | -1.47% | 1.03%-2.5pp | 9.68%-11.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,004 | $2,570+55.8% | $3,652+9.6% | $3,022+32.5% |
| Admin fee / account holder | $54 | $1,103-95.1% | $5,300-99.0% | $592-90.9% |