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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $154,814 |
PYAPC2 years Service code 10 · EIN 62-1517792 | Accounting | $18,000 |
OPPENHEIMER3+ 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 | $10,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,618 | $68,062-31.5% | $185,854-74.9% | $106,520-56.2% |
| Participation rate | 67.4% | 75.2%-7.8pp | 81.7%-14.3pp | 71.3%-3.9pp |
| Annual return | 31.07% | 18.20%+12.9pp | 122.12%-91.0pp | 19.28%+11.8pp |
| Employer contribution / active EE | $2,064 | $1,997+3.3% | $5,169-60.1% | $2,840-27.3% |
| Participant deferral / active EE | $3,139 | $3,990-21.3% | $5,569-43.6% | $4,948-36.6% |
| Admin fee / account holder | $20 | $53-62.4% | $16,246-99.9% | $75-73.4% |