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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $32,624 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $7,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,801 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,966 | $84,482+2.9% | $125,363-30.6% | $66,930+29.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -13.57% | -8.49%-5.1pp | 572.15%-585.7pp | 1.57%-15.1pp |
| Employer contribution / active EE | $5,987 | $3,553+68.5% | $4,815+24.4% | $2,545+135.3% |
| Participant deferral / active EE | $13,372 | $6,782+97.2% | $7,447+79.6% | $4,238+215.5% |
| Admin fee / account holder | $8 | $685-98.8% | $10,005-99.9% | $593-98.6% |