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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC6+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $30,000 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,360 |
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 | $25,921 | $84,948-69.5% | $70,476-63.2% | $73,412-64.7% |
| Participation rate | 98.3% | 79.9%+18.3pp | 75.1%+23.2pp | 72.2%+26.1pp |
| Annual return | 10.54% | 13.39%-2.8pp | 109.12%-98.6pp | 59.30%-48.8pp |
| Employer contribution / active EE | $2,336 | $2,834-17.6% | $2,738-14.7% | $2,234+4.6% |
| Participant deferral / active EE | $1,661 | $3,387-51.0% | $3,710-55.2% | $3,806-56.4% |
| Admin fee / account holder | $41 | $98-58.3% | $3,847-98.9% | $158-74.1% |