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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,685 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 27 · EIN 35-1151034 | Advisory (Plan) | $5,787 |
Filed as: ABACUS BENEFIT CONSULTANTS, INC. Service code 13 | Contract Administrator | $603 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,331 | $61,166-52.0% | $185,837-84.2% | $79,393-63.1% |
| Participation rate | 28.8% | 66.6%-37.8pp | 81.7%-52.9pp | 70.7%-41.9pp |
| Annual return | 28.28% | 19.45%+8.8pp | 122.08%-93.8pp | 116.87%-88.6pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $999 | $2,789-64.2% | $5,568-82.1% | $4,046-75.3% |
| Admin fee / account holder | $238 | $710-66.4% | $16,241-98.5% | $627-62.0% |