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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $30,381 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $139 |
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 | $50,266 | $60,795-17.3% | $69,483-27.7% | $65,186-22.9% |
| Participation rate | 82.2% | 74.9%+7.4pp | 74.6%+7.6pp | 70.2%+12.0pp |
| Annual return | 19.01% | 17.46%+1.6pp | 28.99%-10.0pp | 29.39%-10.4pp |
| Employer contribution / active EE | $3,786 | $2,452+54.4% | $2,780+36.2% | $2,177+73.9% |
| Participant deferral / active EE | $966 | $3,162-69.5% | $3,537-72.7% | $3,514-72.5% |
| Admin fee / account holder | $144 | $314-54.2% | $3,841-96.3% | $847-83.1% |