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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $344 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,435 | $77,638-46.6% | $156,551-73.5% | $62,881-34.1% |
| Participation rate | 80.9% | 71.2%+9.7pp | 84.0%-3.2pp | 69.3%+11.5pp |
| Annual return | -2.06% | 50.33%-52.4pp | 32.23%-34.3pp | 20.14%-22.2pp |
| Employer contribution / active EE | $1,721 | $3,444-50.0% | $5,501-68.7% | $2,281-24.5% |
| Participant deferral / active EE | $2,805 | $3,046-7.9% | $4,871-42.4% | $3,203-12.4% |
| Admin fee / account holder | $3 | $5,561-99.9% | $13,028-100.0% | $4,296-99.9% |