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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $16,989 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $5,190 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,169 | $65,083-69.0% | $143,788-86.0% | $66,930-69.9% |
| Participation rate | 95.2% | 65.2%+30.0pp | 80.3%+14.8pp | 69.8%+25.3pp |
| Annual return | -11.01% | -11.13%+0.1pp | -0.03%-11.0pp | 1.57%-12.6pp |
| Employer contribution / active EE | $1,185 | $2,361-49.8% | $4,952-76.1% | $2,545-53.4% |
| Participant deferral / active EE | $3,782 | $2,920+29.5% | $5,638-32.9% | $4,238-10.8% |
| Admin fee / account holder | $151 | $502-70.0% | $14,675-99.0% | $593-74.6% |