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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,160 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746479 | Accounting | $16,800 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,574 | $50,860+70.2% | $155,574-44.4% | $77,714+11.4% |
| Participation rate | 98.4% | 63.1%+35.3pp | 78.2%+20.2pp | 70.6%+27.8pp |
| Annual return | 12.88% | 34.86%-22.0pp | 64.87%-52.0pp | 31.26%-18.4pp |
| Employer contribution / active EE | $3,376 | $1,991+69.6% | $4,676-27.8% | $2,727+23.8% |
| Participant deferral / active EE | $5,911 | $2,825+109.3% | $5,629+5.0% | $4,649+27.1% |
| Admin fee / account holder | $71 | $436-83.7% | $15,914-99.6% | $433-83.6% |