| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $213,575 |
RBC WEALTH MANAGEMENT6 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP9+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $21,486 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,694 | $50,169+9.0% | $149,740-63.5% | $80,187-31.8% |
| Participation rate | 97.5% | 64.3%+33.3pp | 78.8%+18.8pp | 72.9%+24.6pp |
| Annual return | 16.50% | 29.82%-13.3pp | 134.51%-118.0pp | 40.40%-23.9pp |
| Employer contribution / active EE | $2,322 | $1,869+24.2% | $4,821-51.8% | $2,980-22.1% |
| Participant deferral / active EE | $5,238 | $3,194+64.0% | $5,683-7.8% | $5,016+4.4% |
| Admin fee / account holder | $145 | $153-5.1% | $13,222-98.9% | $145-0.1% |