Filed May 3, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $71,139 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,270 |
METLIFE LIFE INSURANCE COMPANY4+ 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 | $38,335 | $45,382-15.5% | $154,108-75.1% | $75,289-49.1% |
| Participation rate | 94.9% | 65.9%+29.0pp | 83.0%+11.9pp | 72.4%+22.5pp |
| Annual return | 5.54% | -0.47%+6.0pp | 735.21%-729.7pp | -0.04%+5.6pp |
| Employer contribution / active EE | $1,940 | $1,533+26.6% | $5,298-63.4% | $2,405-19.3% |
| Participant deferral / active EE | $3,141 | $2,384+31.7% | $5,081-38.2% | $3,739-16.0% |
| Admin fee / account holder | $37 | $89-59.1% | $13,411-99.7% | $102-64.3% |