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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $79,160 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $37,595 |
CURCIO WEBB1+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $28,889 |
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 | $122,714 | $57,435+113.7% | $105,218+16.6% | $55,191+122.3% |
| Participation rate | 100.0% | 71.3%+28.7pp | 77.2%+22.8pp | 69.2%+30.8pp |
| Annual return | -0.37% | 2.97%-3.3pp | 5.33%-5.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $4,252 | $1,920+121.5% | $3,255+30.6% | $1,899+123.9% |
| Participant deferral / active EE | $0 | $3,495-100.0% | $4,867-100.0% | $3,046-100.0% |
| Admin fee / account holder | $177 | $70+151.0% | $6,992-97.5% | $91+94.5% |