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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORS Service code 27 · EIN 35-2552359 1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211 | Advisory (Plan) | $30,840 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IA 46802 | Contract Administrator | $23,514 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 81-1806291 338 S SHARON AMITY RD · CHARLOTTE, NC 28211 | Accounting | $5,500 |
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 | $36,189 | $56,511-36.0% | $185,837-80.5% | $86,813-58.3% |
| Participation rate | 82.3% | 65.5%+16.8pp | 81.7%+0.6pp | 72.3%+10.0pp |
| Annual return | 10.91% | 118.12%-107.2pp | 122.08%-111.2pp | 97.93%-87.0pp |
| Employer contribution / active EE | $371 | $1,844-79.9% | $5,168-92.8% | $2,406-84.6% |
| Participant deferral / active EE | $1,925 | $2,554-24.6% | $5,568-65.4% | $4,131-53.4% |
| Admin fee / account holder | $172 | $150+14.6% | $16,241-98.9% | $170+1.1% |