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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,464 |
Service code 12 · EIN 13-3689044 | Float revenue; Direct payment from th... | $6,919 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,508 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $500 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,084 | $52,303-19.5% | $178,510-76.4% | $73,415-42.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 8.91% | 34.76%-25.9pp | 151.13%-142.2pp | 59.30%-50.4pp |
| Employer contribution / active EE | $17 | $1,737-99.0% | $5,011-99.7% | $2,234-99.2% |
| Participant deferral / active EE | $87 | $2,334-96.3% | $5,202-98.3% | $3,806-97.7% |
| Admin fee / account holder | $96 | $127-24.8% | $13,988-99.3% | $158-39.3% |