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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,884 |
Filed as: LINCOLN NATIONAL Service code 13 · EIN 35-1140070 | Contract Administrator | $400 |
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 | $74,698 | $75,183-0.6% | $123,894-39.7% | $55,167+35.4% |
| Participation rate | 88.6% | 72.8%+15.7pp | 81.4%+7.2pp | 69.0%+19.6pp |
| Annual return | 6.90% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,837 | $2,823+0.5% | $4,617-38.5% | $1,963+44.6% |
| Participant deferral / active EE | $2,724 | $5,084-46.4% | $5,984-54.5% | $3,054-10.8% |
| Admin fee / account holder | $4 | $663-99.4% | $8,357-99.9% | $504-99.1% |