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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant commun... | $22,418 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $242 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $216 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $64,759 | $37,213+74.0% | $156,551-58.6% | $63,975+1.2% |
| Participation rate | 83.4% | 65.0%+18.4pp | 84.0%-0.6pp | 71.1%+12.3pp |
| Annual return | 6.70% | 47.89%-41.2pp | 32.23%-25.5pp | 48.65%-42.0pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,562 | $2,070+168.7% | $4,871+14.2% | $3,356+65.7% |
| Admin fee / account holder | $6 | $56-88.5% | $13,028-100.0% | $70-90.8% |