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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,312 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $18,545 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,659 | $69,771+8.4% | $67,524+12.0% | $74,400+1.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 4.43% | -40.49%+44.9pp | 3519.41%-3515.0pp | 1367.51%-1363.1pp |
| Employer contribution / active EE | $5,021 | $2,710+85.3% | $2,734+83.7% | $2,624+91.3% |
| Participant deferral / active EE | $2,749 | $3,638-24.5% | $4,001-31.3% | $4,348-36.8% |
| Admin fee / account holder | $168 | $889-81.1% | $4,001-95.8% | $1,944-91.3% |