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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 15 · EIN 35-0472300 | Recordkeeping | $30,020 |
STRIEGEL KNOBLOCH & COMPANY, LLC5+ years Service code 14 · EIN 37-1122831 | Plan Administrator | $10,375 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,598 | $46,423-64.2% | $75,900-78.1% | $67,582-75.4% |
| Participation rate | 74.6% | 63.1%+11.6pp | 69.3%+5.3pp | 71.3%+3.3pp |
| Annual return | 19.70% | 32.29%-12.6pp | 30.73%-11.0pp | 378.57%-358.9pp |
| Employer contribution / active EE | $447 | $1,406-68.2% | $2,501-82.1% | $2,148-79.2% |
| Participant deferral / active EE | $2,689 | $2,564+4.9% | $3,604-25.4% | $3,539-24.0% |
| Admin fee / account holder | $113 | $132-14.4% | $5,421-97.9% | $142-20.7% |