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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 P.O. BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $20,243 |
Filed as: RETIREMENT PLAN PARTNERS, LLC Service code 16 · EIN 26-1447407 4211 NORTH LIGHTNING DRIVE · APPLETON, WI 54913 | Consulting | $250 |
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 | $67,488 | $73,102-7.7% | $123,549-45.4% | $56,287+19.9% |
| Participation rate | 98.5% | 74.3%+24.2pp | 82.3%+16.2pp | 69.9%+28.6pp |
| Annual return | -5.46% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,879 | $2,977+30.3% | $4,628-16.2% | $2,111+83.8% |
| Participant deferral / active EE | $6,203 | $5,423+14.4% | $6,426-3.5% | $3,350+85.2% |
| Admin fee / account holder | $127 | $554-77.0% | $9,284-98.6% | $521-75.6% |