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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 15 · EIN 35-0472300 | Recordkeeping | $30,584 |
CJG PARTNERS LLP1 year Service code 10 · EIN 36-3383864 | Accounting | $27,800 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 99 · EIN 81-3989034 | Other Fees | $9,750 |
Service code 15 · EIN 32-0512992 | Recordkeeping | $7,450 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,724 | $84,499-63.6% | $125,391-75.5% | $66,949-54.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.27% | -8.49%-5.8pp | 572.41%-586.7pp | 1.57%-15.8pp |
| Employer contribution / active EE | $2,760 | $3,554-22.3% | $4,816-42.7% | $2,545+8.4% |
| Participant deferral / active EE | $3,977 | $6,785-41.4% | $7,448-46.6% | $4,239-6.2% |
| Admin fee / account holder | $174 | $685-74.6% | $10,009-98.3% | $594-70.6% |