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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 27 · EIN 35-1140070 | Advisory (Plan) | $36,066 |
CURCIO WEBB4+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $13,550 |
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 | $157,121 | $64,286+144.4% | $106,387+47.7% | $55,727+181.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.5%+22.5pp | 70.9%+29.1pp |
| Annual return | -5.34% | 0.84%-6.2pp | 0.25%-5.6pp | 244.94%-250.3pp |
| Employer contribution / active EE | $4,443 | $2,367+87.7% | $3,520+26.2% | $2,078+113.8% |
| Participant deferral / active EE | $0 | $4,158-100.0% | $5,421-100.0% | $3,356-100.0% |
| Admin fee / account holder | $73 | $102-28.7% | $7,510-99.0% | $115-36.7% |