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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $34,302 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $27,040 |
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 | $60,531 | $62,928-3.8% | $172,755-65.0% | $67,579-10.4% |
| Participation rate | 74.5% | 64.5%+10.1pp | 82.6%-8.1pp | 71.3%+3.3pp |
| Annual return | 20.99% | 30.36%-9.4pp | 802.94%-782.0pp | 378.56%-357.6pp |
| Employer contribution / active EE | $997 | $1,636-39.1% | $5,144-80.6% | $2,148-53.6% |
| Participant deferral / active EE | $2,727 | $2,145+27.1% | $5,198-47.5% | $3,539-23.0% |
| Admin fee / account holder | $263 | $167+58.0% | $13,955-98.1% | $142+85.0% |