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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,597 | $115,444+37.4% | $65,493+142.2% | $102,872+54.2% |
| Participation rate | 47.1% | 71.2%-24.0pp | 73.1%-26.0pp | 73.0%-25.9pp |
| Annual return | 11.05% | 15.94%-4.9pp | 982.45%-971.4pp | 19.06%-8.0pp |
| Employer contribution / active EE | $6,183 | $3,409+81.4% | $2,574+140.2% | $3,526+75.3% |
| Participant deferral / active EE | $3,615 | $4,118-12.2% | $3,961-8.7% | $5,535-34.7% |
| Admin fee / account holder | $118 | $123-3.9% | $5,028-97.6% | $292-59.5% |