Filed February 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $48,774 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $25,751 |
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 | $14,284 | $37,196-61.6% | $154,108-90.7% | $55,725-74.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.04% | 1319.68%-1324.7pp | 735.21%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,613 | $1,614-0.1% | $5,298-69.6% | $2,078-22.4% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $69 | $102-32.4% | $13,411-99.5% | $115-40.4% |