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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-1140070 | Contract Administrator | $71,583 |
Filed as: MML INVESTORS SERVICES, LLC Service code 16 · EIN 04-1590850 | Consulting | $30,000 |
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 | $47,102 | $52,293-9.9% | $178,503-73.6% | $73,412-35.8% |
| Participation rate | 94.4% | 65.3%+29.0pp | 81.9%+12.5pp | 72.2%+22.2pp |
| Annual return | 14.63% | 34.75%-20.1pp | 151.12%-136.5pp | 59.30%-44.7pp |
| Employer contribution / active EE | $467 | $1,736-73.1% | $5,011-90.7% | $2,234-79.1% |
| Participant deferral / active EE | $3,840 | $2,333+64.6% | $5,202-26.2% | $3,806+0.9% |
| Admin fee / account holder | $122 | $127-4.1% | $13,987-99.1% | $158-22.7% |