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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $60,634 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $27,027 |
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 | $32,169 | $52,293-38.5% | $178,503-82.0% | $73,412-56.2% |
| Participation rate | 78.9% | 65.3%+13.6pp | 81.9%-3.0pp | 72.2%+6.7pp |
| Annual return | 16.74% | 34.75%-18.0pp | 151.12%-134.4pp | 59.30%-42.6pp |
| Employer contribution / active EE | $554 | $1,736-68.1% | $5,011-88.9% | $2,234-75.2% |
| Participant deferral / active EE | $2,219 | $2,333-4.9% | $5,202-57.3% | $3,806-41.7% |
| Admin fee / account holder | $59 | $127-54.0% | $13,987-99.6% | $158-62.9% |