Filed January 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $93,203 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $56,250 |
KREISCHER MILLER1 year Filed as: J.L. KREISCHER,PC ET AL PTRS Service code 10 · EIN 23-1980475 | Accounting | $16,500 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $12,826 |
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $158,597 | $109,659+44.6% | $62,929+152.0% | $103,975+52.5% |
| Participation rate | 47.1% | 71.6%-24.5pp | 73.1%-26.0pp | 72.5%-25.4pp |
| Annual return | 11.05% | 15.88%-4.8pp | 1063.93%-1052.9pp | 19.41%-8.4pp |
| Employer contribution / active EE | $6,183 | $3,440+79.8% | $2,505+146.9% | $3,722+66.1% |
| Participant deferral / active EE | $3,615 | $4,009-9.8% | $3,888-7.0% | $5,343-32.3% |
| Admin fee / account holder | $118 | $130-9.3% | $5,065-97.7% | $332-64.4% |