| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $202,964 |
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $16,877 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,371 | $67,512-19.5% | $185,854-70.7% | $93,010-41.5% |
| Participation rate | 98.1% | 67.1%+31.0pp | 81.7%+16.4pp | 73.9%+24.2pp |
| Annual return | 12.20% | 21.04%-8.8pp | 122.12%-109.9pp | 158.70%-146.5pp |
| Employer contribution / active EE | $2,123 | $1,783+19.0% | $5,169-58.9% | $2,705-21.5% |
| Participant deferral / active EE | $4,714 | $3,035+55.3% | $5,569-15.3% | $4,561+3.4% |
| Admin fee / account holder | $142 | $318-55.2% | $16,246-99.1% | $152-6.2% |