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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 55 · EIN 23-1702591 | Other Commissions | $84,878 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,001 | $46,297+129.0% | $71,671+47.9% | $62,293+70.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.52% | 22.32%-6.8pp | 20.65%-5.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,303 | $1,412-7.7% | $2,460-47.0% | $2,042-36.2% |
| Participant deferral / active EE | $2,987 | $2,235+33.6% | $3,438-13.1% | $3,169-5.8% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |