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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $58,435 |
QBI, LLC3 years Service code 15 · EIN 26-2768667 | Recordkeeping | $9,000 |
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 | $34,854 | $32,865+6.0% | $75,826-54.0% | $56,289-38.1% |
| Participation rate | 80.1% | 53.0%+27.1pp | 68.2%+11.9pp | 69.9%+10.2pp |
| Annual return | -6.71% | -5.01%-1.7pp | 1914.15%-1920.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,024 | $891+14.9% | $1,913-46.5% | $2,111-51.5% |
| Participant deferral / active EE | $2,759 | $1,683+63.9% | $2,862-3.6% | $3,350-17.7% |
| Admin fee / account holder | $288 | $185+56.1% | $4,726-93.9% | $521-44.7% |