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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $84,590 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $44,853 |
PEERY & ASSOCIATES, INC.9 years Filed as: PEERY & ASSOCIATES Service code 15 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Recordkeeping | $8,289 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,499 | $55,437-41.4% | $155,534-79.1% | $74,459-56.4% |
| Participation rate | 89.3% | 61.9%+27.4pp | 78.2%+11.1pp | 67.2%+22.0pp |
| Annual return | 11.09% | 269.58%-258.5pp | 64.92%-53.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $1,136 | $2,266-49.9% | $4,675-75.7% | $2,626-56.7% |
| Participant deferral / active EE | $4,698 | $2,837+65.6% | $5,630-16.6% | $4,350+8.0% |
| Admin fee / account holder | $229 | $1,742-86.8% | $15,900-98.6% | $1,945-88.2% |