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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN Service code 13 · EIN 35-1140070 | Contract Administrator | $2,094 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 15-2337385 | Recordkeeping | $632 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $16 |
MORNINGSTAR1+ years Service code 49 · EIN 36-4317381 | Other Services | $0 |
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 | $98,226 | $48,078+104.3% | $78,676+24.8% | $62,881+56.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.58% | 31.36%-26.8pp | 62.19%-57.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $3,259 | $2,015+61.8% | $2,850+14.3% | $2,281+42.9% |
| Participant deferral / active EE | $4,067 | $2,587+57.2% | $3,517+15.7% | $3,203+27.0% |
| Admin fee / account holder | $25 | $3,206-99.2% | $4,510-99.4% | $4,296-99.4% |