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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $60,748 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $38,857 |
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 | $56,030 | $42,909+30.6% | $60,906-8.0% | $68,486-18.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.44% | -13.99%+0.6pp | 16.94%-30.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $10,541 | $1,979+432.7% | $2,703+290.0% | $2,597+305.9% |
| Participant deferral / active EE | $5,106 | $2,866+78.1% | $3,814+33.9% | $4,028+26.8% |
| Admin fee / account holder | $288 | $3,104-90.7% | $3,227-91.1% | $5,404-94.7% |