Filed May 3, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $61,922 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,330 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 PO BOX 10356 · DES MOINES, IA 50306 | Contract Administrator | $80 |
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 | $42,254 | $44,989-6.1% | $170,435-75.2% | $77,958-45.8% |
| Participation rate | 93.9% | 64.6%+29.3pp | 83.6%+10.3pp | 71.6%+22.3pp |
| Annual return | 20.68% | 19.61%+1.1pp | 205.94%-185.3pp | 20.87%-0.2pp |
| Employer contribution / active EE | $1,864 | $1,466+27.2% | $5,432-65.7% | $2,310-19.3% |
| Participant deferral / active EE | $3,105 | $2,208+40.6% | $4,939-37.1% | $3,537-12.2% |
| Admin fee / account holder | $37 | $69-45.8% | $13,881-99.7% | $97-61.6% |