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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-1140070 | Contract Administrator | $91,897 |
Filed as: MML INVESTORS SERVICES, LLC Service code 16 · EIN 04-1590850 | Consulting | $30,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,110 | $56,540-2.5% | $185,849-70.3% | $86,821-36.5% |
| Participation rate | 83.4% | 65.5%+17.9pp | 81.7%+1.7pp | 72.3%+11.1pp |
| Annual return | 17.38% | 118.20%-100.8pp | 122.10%-104.7pp | 97.94%-80.6pp |
| Employer contribution / active EE | $834 | $1,844-54.8% | $5,169-83.9% | $2,406-65.3% |
| Participant deferral / active EE | $3,991 | $2,555+56.2% | $5,569-28.3% | $4,132-3.4% |
| Admin fee / account holder | $142 | $150-5.3% | $16,244-99.1% | $170-16.4% |