Filed January 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,464 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $210 |
TIAA1+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,164 | $85,199+2.3% | $57,196+52.4% | $63,975+36.2% |
| Participation rate | 40.3% | 74.0%-33.8pp | 75.3%-35.1pp | 71.1%-30.9pp |
| Annual return | 1.05% | 10.43%-9.4pp | 14.59%-13.5pp | 48.65%-47.6pp |
| Employer contribution / active EE | $2,022 | $3,446-41.3% | $2,683-24.6% | $2,182-7.3% |
| Participant deferral / active EE | $890 | $3,109-71.4% | $3,096-71.3% | $3,356-73.5% |
| Admin fee / account holder | $38 | $39-0.4% | $3,141-98.8% | $70-45.4% |