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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,309 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746479 | Accounting | $17,850 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,102 | $46,464+113.3% | $150,298-34.1% | $79,634+24.4% |
| Participation rate | 95.3% | 57.0%+38.3pp | 77.8%+17.5pp | 62.5%+32.8pp |
| Annual return | 14.68% | 27.89%-13.2pp | 62.79%-48.1pp | 36.46%-21.8pp |
| Employer contribution / active EE | $3,451 | $1,512+128.3% | $4,154-16.9% | $2,529+36.5% |
| Participant deferral / active EE | $5,833 | $2,157+170.4% | $5,453+7.0% | $3,835+52.1% |
| Admin fee / account holder | $70 | $891-92.2% | $14,116-99.5% | $1,002-93.0% |