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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-0472300 | Contract Administrator | $142,519 |
BLACKBURN FINANCIAL6 years Service code 16 · EIN 45-3699214 | Consulting | $63,328 |
HUNNEX AND SHOEMAKER, INC.5 years Service code 15 · EIN 91-1072394 | Recordkeeping | $28,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,234 | $50,919-13.1% | $155,556-71.6% | $77,762-43.1% |
| Participation rate | 99.2% | 63.1%+36.1pp | 78.2%+21.0pp | 70.6%+28.6pp |
| Annual return | 16.46% | 34.84%-18.4pp | 64.84%-48.4pp | 31.27%-14.8pp |
| Employer contribution / active EE | $2,625 | $1,991+31.8% | $4,675-43.9% | $2,728-3.8% |
| Participant deferral / active EE | $4,350 | $2,824+54.0% | $5,631-22.7% | $4,651-6.5% |
| Admin fee / account holder | $202 | $437-53.7% | $15,885-98.7% | $433-53.3% |