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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,034 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 27 · EIN 35-1151034 | Advisory (Plan) | $4,400 |
Filed as: ABACUS BENEFIT CONSULTANTS, INC. Service code 13 | Contract Administrator | $2,401 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $948 |
Filed as: ABACUS BENEFIT CONSULTING, INC. Service code 13 · EIN 04-2509354 | Contract Administrator | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,947 | $58,895-64.4% | $178,503-88.3% | $73,497-71.5% |
| Participation rate | 28.4% | 66.2%-37.8pp | 81.9%-53.5pp | 70.7%-42.3pp |
| Annual return | 4.18% | 24.86%-20.7pp | 151.12%-146.9pp | 28.51%-24.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $822 | $2,567-68.0% | $5,202-84.2% | $3,740-78.0% |
| Admin fee / account holder | $242 | $400-39.4% | $13,987-98.3% | $513-52.7% |