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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 | $50,919+70.0% | $155,556-44.3% | $77,762+11.3% |
| Participation rate | 98.4% | 63.1%+35.3pp | 78.2%+20.2pp | 70.6%+27.8pp |
| Annual return | 12.88% | 34.84%-22.0pp | 64.84%-52.0pp | 31.27%-18.4pp |
| Employer contribution / active EE | $3,376 | $1,991+69.5% | $4,675-27.8% | $2,728+23.7% |
| Participant deferral / active EE | $5,911 | $2,824+109.3% | $5,631+5.0% | $4,651+27.1% |
| Admin fee / account holder | $71 | $437-83.7% | $15,885-99.6% | $433-83.6% |