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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC8+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $30,000 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,642 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,694 | $79,124-68.8% | $60,899-59.5% | $64,814-61.9% |
| Participation rate | 95.6% | 77.7%+17.9pp | 73.1%+22.5pp | 71.5%+24.1pp |
| Annual return | -11.84% | -7.13%-4.7pp | 16.92%-28.8pp | 32.84%-44.7pp |
| Employer contribution / active EE | $2,440 | $3,050-20.0% | $2,702-9.7% | $2,507-2.7% |
| Participant deferral / active EE | $1,810 | $3,725-51.4% | $3,817-52.6% | $4,310-58.0% |
| Admin fee / account holder | $41 | $106-61.7% | $3,225-98.7% | $188-78.4% |