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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $34,076 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $327 |
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 | $55,496 | $65,322-15.0% | $70,494-21.3% | $73,497-24.5% |
| Participation rate | 87.6% | 77.0%+10.6pp | 75.1%+12.5pp | 70.7%+16.9pp |
| Annual return | 12.14% | 15.71%-3.6pp | 109.16%-97.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $4,330 | $2,460+76.0% | $2,738+58.1% | $2,270+90.7% |
| Participant deferral / active EE | $1,230 | $3,375-63.5% | $3,711-66.8% | $3,740-67.1% |
| Admin fee / account holder | $156 | $214-27.1% | $3,848-95.9% | $513-69.6% |