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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,392 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $14,807 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,319 |
DUNBAR, BENDER & ZAPF, INC.10+ years Filed as: DUNBAR, BENDER & ZAPF Service code 15 · EIN 25-1650062 | Recordkeeping | $2,940 |
STADION MONEY MANAGEMENT10+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $391 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,929 | $59,402+22.8% | $93,654-22.1% | $74,546-2.2% |
| Participation rate | 98.6% | 59.7%+38.9pp | 68.7%+29.9pp | 67.2%+31.4pp |
| Annual return | 15.53% | 81.86%-66.3pp | 133.34%-117.8pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $1,339 | $1,265+5.9% | $2,421-44.7% | $2,624-49.0% |
| Participant deferral / active EE | $4,363 | $3,049+43.1% | $4,413-1.1% | $4,347+0.4% |
| Admin fee / account holder | $219 | $3,023-92.8% | $8,282-97.4% | $1,944-88.7% |