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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IA 46802 | Contract Administrator | $46,385 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 120 VANTI · ALISO VIEJO, CA 92656 | Advisory (Plan) | $13,387 |
Filed as: KESTRA ADVISORS Service code 27 · EIN 35-2552359 1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211 | Advisory (Plan) | $11,874 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 81-1806291 3029 INGELOW LANE · CHARLOTTE, NC 28226 | Accounting | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,101 | $50,919-38.9% | $155,556-80.0% | $77,762-60.0% |
| Participation rate | 90.1% | 63.1%+27.1pp | 78.2%+11.9pp | 70.6%+19.6pp |
| Annual return | 16.96% | 34.84%-17.9pp | 64.84%-47.9pp | 31.27%-14.3pp |
| Employer contribution / active EE | $662 | $1,991-66.7% | $4,675-85.8% | $2,728-75.7% |
| Participant deferral / active EE | $3,294 | $2,824+16.6% | $5,631-41.5% | $4,651-29.2% |
| Admin fee / account holder | $174 | $437-60.0% | $15,885-98.9% | $433-59.7% |