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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES LLC Service code 13 · EIN 06-1685865 | Contract Administrator | $20,000 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $7,798 |
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 | $133,212 | $53,128+150.7% | $86,582+53.9% | $70,126+90.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.22% | 27.66%-14.4pp | 965.08%-951.9pp | 73.15%-59.9pp |
| Employer contribution / active EE | $9,165 | $2,068+343.2% | $2,839+222.8% | $2,343+291.3% |
| Participant deferral / active EE | $5,817 | $2,695+115.8% | $3,609+61.2% | $3,332+74.6% |
| Admin fee / account holder | $114 | $3,584-96.8% | $4,904-97.7% | $4,645-97.5% |