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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 | $50,902+25.8% | $155,534-58.8% | $77,736-17.6% |
| Participation rate | 89.1% | 63.1%+26.0pp | 78.2%+10.9pp | 70.6%+18.5pp |
| Annual return | 11.73% | 34.85%-23.1pp | 64.92%-53.2pp | 31.26%-19.5pp |
| Employer contribution / active EE | $2,826 | $1,991+41.9% | $4,675-39.5% | $2,728+3.6% |
| Participant deferral / active EE | $5,167 | $2,824+83.0% | $5,630-8.2% | $4,651+11.1% |
| Admin fee / account holder | $261 | $437-40.2% | $15,900-98.4% | $433-39.7% |