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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 27 · EIN 35-1140070 | Advisory (Plan) | $153,324 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $39,000 |
CURCIO WEBB2+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $33,823 |
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 | $136,104 | $65,820+106.8% | $108,745+25.2% | $57,661+136.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 77.7%+22.3pp | 70.2%+29.8pp |
| Annual return | 8.19% | 21.32%-13.1pp | 46.22%-38.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $4,218 | $2,285+84.6% | $3,323+26.9% | $1,974+113.7% |
| Participant deferral / active EE | $0 | $3,578-100.0% | $5,121-100.0% | $3,061-100.0% |
| Admin fee / account holder | $289 | $91+217.3% | $6,144-95.3% | $95+205.9% |