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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,864 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $32,066 |
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 | $64,177 | $46,599+37.7% | $64,101+0.1% | $75,173-14.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.40% | 26.06%-12.7pp | 33.72%-20.3pp | 160.72%-147.3pp |
| Employer contribution / active EE | $11,267 | $1,975+470.4% | $2,749+309.9% | $2,671+321.8% |
| Participant deferral / active EE | $5,337 | $2,837+88.1% | $3,881+37.5% | $4,126+29.3% |
| Admin fee / account holder | $242 | $2,956-91.8% | $3,070-92.1% | $5,651-95.7% |