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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 | $45,343-20.9% | $150,298-76.1% | $67,986-47.3% |
| Participation rate | 98.0% | 51.9%+46.1pp | 77.8%+20.2pp | 57.2%+40.8pp |
| Annual return | 23.62% | 33.28%-9.7pp | 62.79%-39.2pp | 31.67%-8.0pp |
| Employer contribution / active EE | $1,145 | $1,462-21.7% | $4,154-72.4% | $2,019-43.3% |
| Participant deferral / active EE | $3,969 | $2,055+93.2% | $5,453-27.2% | $3,358+18.2% |
| Admin fee / account holder | $133 | $2,250-94.1% | $14,116-99.1% | $3,203-95.9% |