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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $129,224 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON & CO. Service code 17 · EIN 81-0139474 | Pension Consulting | $69,848 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,023 | $50,860+25.9% | $155,574-58.8% | $77,714-17.6% |
| Participation rate | 89.1% | 63.1%+26.0pp | 78.2%+10.9pp | 70.6%+18.5pp |
| Annual return | 11.73% | 34.86%-23.1pp | 64.87%-53.1pp | 31.26%-19.5pp |
| Employer contribution / active EE | $2,826 | $1,991+42.0% | $4,676-39.6% | $2,727+3.6% |
| Participant deferral / active EE | $5,167 | $2,825+82.9% | $5,629-8.2% | $4,649+11.1% |
| Admin fee / account holder | $261 | $436-40.1% | $15,914-98.4% | $433-39.7% |