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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $38,581 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $37,713 |
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 | $51,865 | $46,325+12.0% | $143,788-63.9% | $64,814-20.0% |
| Participation rate | 88.2% | 64.2%+24.0pp | 80.3%+7.9pp | 71.5%+16.8pp |
| Annual return | -11.91% | -10.05%-1.9pp | -0.03%-11.9pp | 32.84%-44.7pp |
| Employer contribution / active EE | $1,303 | $1,911-31.8% | $4,952-73.7% | $2,507-48.0% |
| Participant deferral / active EE | $3,686 | $2,647+39.3% | $5,638-34.6% | $4,310-14.5% |
| Admin fee / account holder | $245 | $154+59.5% | $14,675-98.3% | $188+30.6% |