Filed May 3, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50,949 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,474 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 PO BOX 10356 · DES MOINES, IA 50306 | Contract Administrator | $60 |
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 | $37,992 | $37,213+2.1% | $156,551-75.7% | $63,975-40.6% |
| Participation rate | 91.3% | 65.0%+26.3pp | 84.0%+7.3pp | 71.1%+20.2pp |
| Annual return | 10.12% | 47.89%-37.8pp | 32.23%-22.1pp | 48.65%-38.5pp |
| Employer contribution / active EE | $1,659 | $1,357+22.3% | $5,501-69.8% | $2,182-23.9% |
| Participant deferral / active EE | $2,693 | $2,070+30.1% | $4,871-44.7% | $3,356-19.8% |
| Admin fee / account holder | $35 | $56-38.0% | $13,028-99.7% | $70-50.4% |