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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IA 46802 | Contract Administrator | $32,224 |
Filed as: KESTRA ADVISORS Service code 27 · EIN 35-2552359 1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211 | Advisory (Plan) | $29,825 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 81-1806291 338 S SHARON AMITY RD · CHARLOTTE, NC 28211 | Accounting | $5,500 |
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 | $37,975 | $37,196+2.1% | $154,108-75.4% | $55,725-31.9% |
| Participation rate | 73.9% | 64.1%+9.8pp | 83.0%-9.1pp | 70.9%+3.0pp |
| Annual return | -4.92% | 1319.68%-1324.6pp | 735.21%-740.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $305 | $1,614-81.1% | $5,298-94.2% | $2,078-85.3% |
| Participant deferral / active EE | $1,843 | $2,068-10.9% | $5,081-63.7% | $3,356-45.1% |
| Admin fee / account holder | $244 | $102+140.0% | $13,411-98.2% | $115+111.7% |