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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) | $24,468 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IA 46802 | Contract Administrator | $6,311 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 20-4155651 3029 INGELOW LANE · CHARLOTTE, NC 28226 | Accounting | $5,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,296 | $46,332-36.8% | $143,799-79.6% | $64,819-54.8% |
| Participation rate | 85.4% | 64.2%+21.2pp | 80.3%+5.1pp | 71.5%+13.9pp |
| Annual return | -12.28% | -10.05%-2.2pp | -0.04%-12.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $383 | $1,911-79.9% | $4,952-92.3% | $2,507-84.7% |
| Participant deferral / active EE | $1,941 | $2,647-26.7% | $5,638-65.6% | $4,311-55.0% |
| Admin fee / account holder | $105 | $154-31.8% | $14,677-99.3% | $188-44.2% |