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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $178,483 |
PYAPC1 year Service code 10 · EIN 62-1517792 | Accounting | $15,750 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO. INC. Service code 16 · EIN 13-5657518 | Consulting | $13,600 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $8,796 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,878 | $66,513-52.1% | $178,510-82.1% | $106,273-70.0% |
| Participation rate | 72.3% | 73.8%-1.5pp | 81.9%-9.6pp | 70.8%+1.5pp |
| Annual return | 5.98% | 21.81%-15.8pp | 151.13%-145.1pp | 21.70%-15.7pp |
| Employer contribution / active EE | $1,948 | $1,776+9.7% | $5,011-61.1% | $2,722-28.4% |
| Participant deferral / active EE | $3,088 | $3,679-16.1% | $5,202-40.6% | $4,601-32.9% |
| Admin fee / account holder | $21 | $53-61.5% | $13,988-99.9% | $78-73.7% |