| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $184,828 |
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $16,073 |
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 | $47,740 | $47,456+0.6% | $172,757-72.4% | $77,775-38.6% |
| Participation rate | 97.9% | 66.3%+31.6pp | 82.6%+15.2pp | 73.2%+24.7pp |
| Annual return | 21.95% | 35.57%-13.6pp | 803.06%-781.1pp | 32.58%-10.6pp |
| Employer contribution / active EE | $1,894 | $1,574+20.3% | $5,144-63.2% | $2,504-24.4% |
| Participant deferral / active EE | $3,985 | $2,560+55.7% | $5,198-23.3% | $3,966+0.5% |
| Admin fee / account holder | $155 | $81+91.3% | $13,956-98.9% | $100+54.6% |