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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $23,088 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $965 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,858 | $43,749-18.0% | $158,223-77.3% | $65,306-45.1% |
| Participation rate | 98.0% | 56.9%+41.1pp | 79.2%+18.8pp | 57.7%+40.3pp |
| Annual return | 23.62% | 19.41%+4.2pp | 52.09%-28.5pp | 21.94%+1.7pp |
| Employer contribution / active EE | $1,145 | $1,497-23.5% | $4,109-72.1% | $1,967-41.8% |
| Participant deferral / active EE | $3,969 | $2,019+96.6% | $5,467-27.4% | $2,959+34.1% |
| Admin fee / account holder | $133 | $1,930-93.1% | $16,047-99.2% | $3,480-96.2% |