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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 701 B ST FL 6 · SAN DIEGO, CA 921018156 | Contract Administrator | $36,515 |
TIAA1 year Filed as: TIAA CREF Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $13,014 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $166 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,745 | $84,948-37.9% | $70,462-25.1% | $73,412-28.2% |
| Participation rate | 93.3% | 79.9%+13.3pp | 75.1%+18.2pp | 72.2%+21.1pp |
| Annual return | 12.96% | 13.39%-0.4pp | 109.08%-96.1pp | 59.30%-46.3pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,898 | $3,387-14.4% | $3,710-21.9% | $3,806-23.9% |
| Admin fee / account holder | $123 | $98+25.6% | $3,845-96.8% | $158-22.0% |