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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 | $43,496-17.6% | $161,489-77.8% | $64,340-44.3% |
| Participation rate | 98.0% | 53.5%+44.4pp | 78.7%+19.3pp | 55.2%+42.7pp |
| Annual return | 23.62% | 20.76%+2.9pp | 89.72%-66.1pp | 24.14%-0.5pp |
| Employer contribution / active EE | $1,145 | $1,431-20.0% | $4,268-73.2% | $1,862-38.5% |
| Participant deferral / active EE | $3,969 | $1,996+98.8% | $5,630-29.5% | $2,980+33.2% |
| Admin fee / account holder | $133 | $2,330-94.3% | $16,006-99.2% | $3,703-96.4% |