| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $214,939 |
RBC WEALTH MANAGEMENT5 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP8+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $17,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,869 | $45,000+4.2% | $143,801-67.4% | $77,906-39.8% |
| Participation rate | 98.0% | 66.8%+31.2pp | 80.3%+17.7pp | 73.7%+24.3pp |
| Annual return | -15.09% | 29.03%-44.1pp | -0.04%-15.1pp | 12.16%-27.2pp |
| Employer contribution / active EE | $2,180 | $1,870+16.6% | $4,952-56.0% | $2,846-23.4% |
| Participant deferral / active EE | $4,842 | $3,157+53.4% | $5,639-14.1% | $4,805+0.8% |
| Admin fee / account holder | $145 | $98+47.4% | $14,680-99.0% | $133+9.4% |