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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,597 | $82,411+92.4% | $67,681+134.3% | $89,670+76.9% |
| Participation rate | 47.1% | 71.3%-24.2pp | 73.7%-26.6pp | 71.2%-24.0pp |
| Annual return | 11.05% | 13.69%-2.6pp | 590.58%-579.5pp | 19.66%-8.6pp |
| Employer contribution / active EE | $6,183 | $2,761+123.9% | $2,678+130.9% | $4,041+53.0% |
| Participant deferral / active EE | $3,615 | $3,090+17.0% | $3,976-9.1% | $3,962-8.8% |
| Admin fee / account holder | $118 | $139-14.9% | $6,100-98.1% | $352-66.4% |