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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 55 · EIN 23-1702591 | Other Commissions | $30,267 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $263 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,485 | $44,425+144.2% | $67,834+59.9% | $55,167+96.6% |
| Participation rate | 87.0% | 59.7%+27.3pp | 68.8%+18.2pp | 69.0%+18.0pp |
| Annual return | 5.01% | 17.80%-12.8pp | 138.47%-133.5pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,305 | $1,351-3.4% | $2,403-45.7% | $1,963-33.5% |
| Participant deferral / active EE | $3,072 | $2,166+41.8% | $3,160-2.8% | $3,054+0.6% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |