| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $188,400 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $16,877 |
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 | $51,347 | $56,095-8.5% | $178,510-71.2% | $90,274-43.1% |
| Participation rate | 97.8% | 65.6%+32.3pp | 81.9%+15.9pp | 73.4%+24.5pp |
| Annual return | 14.71% | 28.81%-14.1pp | 151.13%-136.4pp | 53.97%-39.3pp |
| Employer contribution / active EE | $2,136 | $1,572+35.8% | $5,011-57.4% | $2,523-15.4% |
| Participant deferral / active EE | $4,380 | $2,669+64.1% | $5,202-15.8% | $4,231+3.5% |
| Admin fee / account holder | $145 | $101+44.1% | $13,988-99.0% | $114+27.2% |