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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,561 |
DELTA WEALTH ADVISORS1 year Filed as: DELTA WEALTH CPAS & ADVISORS Service code 10 · EIN 83-2494920 | Accounting | $12,250 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,365 | $46,332-2.1% | $143,799-68.5% | $64,819-30.0% |
| Participation rate | 98.9% | 64.2%+34.6pp | 80.3%+18.5pp | 71.5%+27.4pp |
| Annual return | -16.69% | -10.05%-6.6pp | -0.04%-16.6pp | 32.84%-49.5pp |
| Employer contribution / active EE | $3,369 | $1,911+76.3% | $4,952-32.0% | $2,507+34.4% |
| Participant deferral / active EE | $4,818 | $2,647+82.0% | $5,638-14.6% | $4,311+11.8% |
| Admin fee / account holder | $107 | $154-30.5% | $14,677-99.3% | $188-43.1% |