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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $64,702 |
QBI, LLC4 years Service code 15 · EIN 26-2768667 | Recordkeeping | $10,850 |
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 | $38,113 | $35,949+6.0% | $88,538-57.0% | $65,185-41.5% |
| Participation rate | 87.6% | 56.4%+31.2pp | 68.7%+18.9pp | 70.2%+17.4pp |
| Annual return | 19.22% | 47.52%-28.3pp | 43.64%-24.4pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,230 | $1,047+17.5% | $2,098-41.4% | $2,177-43.5% |
| Participant deferral / active EE | $3,230 | $1,870+72.8% | $2,914+10.8% | $3,514-8.1% |
| Admin fee / account holder | $291 | $496-41.4% | $4,310-93.3% | $847-65.7% |