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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $11,895 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,503 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,306 | $51,769-20.2% | $57,356-28.0% | $52,331-21.1% |
| Participation rate | 72.8% | 75.2%-2.4pp | 75.1%-2.2pp | 68.1%+4.7pp |
| Annual return | 0.73% | 2.43%-1.7pp | 24.41%-23.7pp | 4.54%-3.8pp |
| Employer contribution / active EE | $3,449 | $2,335+47.7% | $2,689+28.3% | $1,882+83.3% |
| Participant deferral / active EE | $473 | $2,794-83.1% | $3,162-85.1% | $3,022-84.4% |
| Admin fee / account holder | $67 | $295-77.1% | $3,357-98.0% | $592-88.6% |