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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,450 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $712 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $109,635 | $53,128+106.4% | $86,582+26.6% | $70,126+56.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 8.56% | 27.66%-19.1pp | 965.08%-956.5pp | 73.15%-64.6pp |
| Employer contribution / active EE | $3,294 | $2,068+59.3% | $2,839+16.0% | $2,343+40.6% |
| Participant deferral / active EE | $4,330 | $2,695+60.7% | $3,609+20.0% | $3,332+30.0% |
| Admin fee / account holder | $21 | $3,584-99.4% | $4,904-99.6% | $4,645-99.5% |