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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 55 · EIN 23-1702591 | Other Commissions | $29,517 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $124 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $4 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,729 | $46,745+115.5% | $60,547+66.4% | $52,331+92.5% |
| Participation rate | 85.4% | 58.6%+26.8pp | 68.0%+17.4pp | 68.1%+17.3pp |
| Annual return | 2.00% | 0.61%+1.4pp | 335.64%-333.6pp | 4.54%-2.5pp |
| Employer contribution / active EE | $1,257 | $1,259-0.1% | $2,419-48.0% | $1,882-33.2% |
| Participant deferral / active EE | $2,869 | $2,145+33.8% | $3,328-13.8% | $3,022-5.1% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |