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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $3,111 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $309 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,530 | $61,166-56.6% | $185,837-85.7% | $79,393-66.6% |
| Participation rate | 76.7% | 66.6%+10.0pp | 81.7%-5.0pp | 70.7%+6.0pp |
| Annual return | 15.57% | 19.45%-3.9pp | 122.08%-106.5pp | 116.87%-101.3pp |
| Employer contribution / active EE | $768 | $2,321-66.9% | $5,168-85.1% | $2,428-68.4% |
| Participant deferral / active EE | $3,442 | $2,789+23.4% | $5,568-38.2% | $4,046-14.9% |
| Admin fee / account holder | $1 | $710-99.8% | $16,241-100.0% | $627-99.8% |