Filed June 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 150 NORTH RADNOR-CHESTER ROAD · RADNOR, PA 190870000 | Contract Administrator | $200 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 100 BRIGHT MEADOW BLVD · ENFIELD, CT 06082 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,351 | $46,732-82.1% | $156,551-94.7% | $55,167-84.9% |
| Participation rate | 45.1% | 65.8%-20.7pp | 84.0%-38.9pp | 69.0%-23.9pp |
| Annual return | -0.72% | 17.72%-18.4pp | 32.23%-32.9pp | 169.23%-169.9pp |
| Employer contribution / active EE | $138 | $2,105-93.5% | $5,501-97.5% | $1,963-93.0% |
| Participant deferral / active EE | $754 | $2,204-65.8% | $4,871-84.5% | $3,054-75.3% |
| Admin fee / account holder | $15 | $418-96.5% | $13,028-99.9% | $504-97.1% |