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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC5+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $37,500 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,517 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,679 | $95,542-75.2% | $69,461-65.9% | $67,579-65.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 14.22% | 17.67%-3.4pp | 28.97%-14.8pp | 378.56%-364.3pp |
| Employer contribution / active EE | $2,241 | $2,989-25.0% | $2,779-19.4% | $2,148+4.3% |
| Participant deferral / active EE | $1,508 | $3,263-53.8% | $3,536-57.3% | $3,539-57.4% |
| Admin fee / account holder | $45 | $90-50.3% | $3,840-98.8% | $142-68.6% |