| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $181,555 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 27 · EIN 41-0746749 | Advisory (Plan) | $16,025 |
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 | $39,986 | $45,382-11.9% | $154,110-74.1% | $75,289-46.9% |
| Participation rate | 98.2% | 65.9%+32.3pp | 83.0%+15.2pp | 72.4%+25.8pp |
| Annual return | -4.64% | -0.47%-4.2pp | 735.22%-739.9pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,906 | $1,533+24.4% | $5,298-64.0% | $2,405-20.7% |
| Participant deferral / active EE | $3,738 | $2,384+56.8% | $5,081-26.4% | $3,7390% |
| Admin fee / account holder | $159 | $89+77.7% | $13,412-98.8% | $102+55.1% |