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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $18,539 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $860 |
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 | $43,478 | $52,467-17.1% | $57,196-24.0% | $55,167-21.2% |
| Participation rate | 76.8% | 75.8%+0.9pp | 75.3%+1.4pp | 69.0%+7.8pp |
| Annual return | 6.69% | 7.72%-1.0pp | 14.59%-7.9pp | 169.23%-162.5pp |
| Employer contribution / active EE | $3,830 | $2,477+54.6% | $2,683+42.8% | $1,963+95.2% |
| Participant deferral / active EE | $598 | $2,830-78.9% | $3,096-80.7% | $3,054-80.4% |
| Admin fee / account holder | $91 | $269-66.2% | $3,141-97.1% | $504-81.9% |