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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $600 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $115 |
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 | $52,679 | $92,091-42.8% | $63,018-16.4% | $77,958-32.4% |
| Participation rate | 90.7% | 74.5%+16.2pp | 74.8%+15.9pp | 71.6%+19.0pp |
| Annual return | 16.10% | 16.23%-0.1pp | 87.63%-71.5pp | 20.87%-4.8pp |
| Employer contribution / active EE | $2,480 | $3,424-27.6% | $2,761-10.2% | $2,310+7.3% |
| Participant deferral / active EE | $3,667 | $3,361+9.1% | $3,330+10.1% | $3,537+3.7% |
| Admin fee / account holder | $0 | $48-99.5% | $3,601-100.0% | $97-99.8% |