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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $34,625 |
DELTA WEALTH ADVISORS2 years Filed as: DELTA WEALTH CPAS & ADVISORS Service code 10 · EIN 83-2494920 | Accounting | $11,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,622 | $47,163+90.0% | $149,696-40.1% | $74,460+20.4% |
| Participation rate | 99.0% | 63.4%+35.6pp | 78.8%+20.2pp | 70.7%+28.2pp |
| Annual return | 25.27% | 22.75%+2.5pp | 134.46%-109.2pp | 34.38%-9.1pp |
| Employer contribution / active EE | $3,424 | $1,907+79.6% | $4,821-29.0% | $2,638+29.8% |
| Participant deferral / active EE | $4,901 | $2,730+79.5% | $5,682-13.8% | $4,530+8.2% |
| Admin fee / account holder | $157 | $343-54.3% | $13,212-98.8% | $348-54.9% |