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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $61,017 |
WINNOW WEALTH, LLC1 year Service code 26 · EIN 87-2334687 | Advisory (Participants) | $26,020 |
MY BENEFITS, LLC8+ years Filed as: PB&H BENEFITS Service code 13 · EIN 74-1130599 | Contract Administrator | $13,650 |
Service code 26 · EIN 20-3520859 | Advisory (Participants) | $10,466 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 26 · EIN 26-4311657 | Advisory (Participants) | $9,121 |
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 | $49,576 | $46,332+7.0% | $143,799-65.5% | $64,819-23.5% |
| Participation rate | 80.2% | 64.2%+16.0pp | 80.3%-0.1pp | 71.5%+8.7pp |
| Annual return | -16.86% | -10.05%-6.8pp | -0.04%-16.8pp | 32.84%-49.7pp |
| Employer contribution / active EE | $3,453 | $1,911+80.7% | $4,952-30.3% | $2,507+37.7% |
| Participant deferral / active EE | $2,748 | $2,647+3.8% | $5,638-51.3% | $4,311-36.2% |
| Admin fee / account holder | $221 | $154+44.0% | $14,677-98.5% | $188+17.9% |