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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,921 |
THE BANK OF NEW YORK MELLON7 years Filed as: PERSHING, YOAKLEY & ASSOCIATES, PC Service code 10 · EIN 62-1517792 | Accounting | $22,823 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $6,913 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,842 | $65,125+42.6% | $143,797-35.4% | $66,949+38.7% |
| Participation rate | 70.2% | 65.2%+5.0pp | 80.3%-10.1pp | 69.8%+0.4pp |
| Annual return | -17.88% | -11.13%-6.8pp | -0.04%-17.8pp | 1.57%-19.5pp |
| Employer contribution / active EE | $4,372 | $2,362+85.1% | $4,952-11.7% | $2,545+71.8% |
| Participant deferral / active EE | $7,894 | $2,920+170.3% | $5,638+40.0% | $4,239+86.2% |
| Admin fee / account holder | $211 | $503-58.1% | $14,679-98.6% | $594-64.5% |