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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,234 | $50,860-13.0% | $155,574-71.6% | $77,714-43.1% |
| Participation rate | 99.2% | 63.1%+36.1pp | 78.2%+21.0pp | 70.6%+28.6pp |
| Annual return | 16.46% | 34.86%-18.4pp | 64.87%-48.4pp | 31.26%-14.8pp |
| Employer contribution / active EE | $2,625 | $1,991+31.9% | $4,676-43.9% | $2,727-3.7% |
| Participant deferral / active EE | $4,350 | $2,825+54.0% | $5,629-22.7% | $4,649-6.4% |
| Admin fee / account holder | $202 | $436-53.7% | $15,914-98.7% | $433-53.3% |