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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $69,088 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $27,911 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,473 | $56,540-46.1% | $185,851-83.6% | $86,821-64.9% |
| Participation rate | 79.7% | 65.5%+14.2pp | 81.7%-2.0pp | 72.3%+7.4pp |
| Annual return | 11.92% | 118.20%-106.3pp | 122.11%-110.2pp | 97.94%-86.0pp |
| Employer contribution / active EE | $575 | $1,844-68.8% | $5,168-88.9% | $2,406-76.1% |
| Participant deferral / active EE | $2,630 | $2,555+2.9% | $5,569-52.8% | $4,132-36.3% |
| Admin fee / account holder | $54 | $150-63.8% | $16,245-99.7% | $170-68.0% |