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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $36,206 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $15,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,152 | $111,608-69.4% | $177,848-80.8% | $73,412-53.5% |
| Participation rate | 98.5% | 87.9%+10.7pp | 87.7%+10.8pp | 72.2%+26.4pp |
| Annual return | 22.65% | 18.23%+4.4pp | 48.33%-25.7pp | 59.30%-36.6pp |
| Employer contribution / active EE | $2,232 | $3,796-41.2% | $5,919-62.3% | $2,234-0.1% |
| Participant deferral / active EE | $4,412 | $6,199-28.8% | $7,714-42.8% | $3,806+15.9% |
| Admin fee / account holder | $86 | $166-48.1% | $12,431-99.3% | $158-45.6% |