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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $76,334 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $33,334 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,705 | $46,332-48.8% | $143,797-83.5% | $64,824-63.4% |
| Participation rate | 79.1% | 64.2%+14.9pp | 80.3%-1.2pp | 71.5%+7.7pp |
| Annual return | -15.35% | -10.05%-5.3pp | -0.04%-15.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $658 | $1,911-65.6% | $4,952-86.7% | $2,507-73.7% |
| Participant deferral / active EE | $2,743 | $2,647+3.6% | $5,638-51.4% | $4,311-36.4% |
| Admin fee / account holder | $54 | $154-65.0% | $14,679-99.6% | $188-71.4% |