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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,585 |
SNOWDEN CAPITAL ADVISORS LLC9 years Filed as: SNOWDEN CAPITAL ADVISORS, LLC Service code 16 · EIN 45-0997570 | Consulting | $24,136 |
MULLINS P.C.4 years Filed as: MULLINS, PC Service code 10 · EIN 47-4306215 | Accounting | $8,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,395 | $91,695-38.5% | $67,575-16.5% | $77,736-27.5% |
| Participation rate | 48.0% | 76.0%-28.0pp | 72.9%-24.9pp | 70.6%-22.6pp |
| Annual return | 11.96% | 14.88%-2.9pp | 3528.98%-3517.0pp | 31.26%-19.3pp |
| Employer contribution / active EE | $0 | $3,189-100.0% | $2,736-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,304 | $3,912-15.5% | $4,003-17.5% | $4,651-29.0% |
| Admin fee / account holder | $180 | $245-26.5% | $3,993-95.5% | $433-58.5% |