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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,670 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,719 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 13 · EIN 91-1463664 | Contract Administrator | $21,587 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
Service code 19 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $0 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,666 | $37,196-20.2% | $154,108-80.7% | $55,725-46.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -2.95% | 1319.68%-1322.6pp | 735.21%-738.2pp | 244.93%-247.9pp |
| Employer contribution / active EE | $1,896 | $1,614+17.4% | $5,298-64.2% | $2,078-8.8% |
| Participant deferral / active EE | $1,868 | $2,068-9.7% | $5,081-63.2% | $3,356-44.3% |
| Admin fee / account holder | $159 | $102+56.9% | $13,411-98.8% | $115+38.4% |