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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $13,583 |
MAXUS PLAN SOLUTIONS2 years Filed as: MAXUS PLAN SOLUTIONS, NC Service code 49 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Other Services | $3,300 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 P.O. BOX 74008967 · CHICAGO, IL 60674 | Advisory (Plan) | $2,756 |
Filed as: MASS MUTUAL LIFE INSURANCE, CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,486 | $60,795-36.7% | $69,464-44.6% | $65,185-41.0% |
| Participation rate | 62.9% | 74.9%-11.9pp | 74.6%-11.7pp | 70.2%-7.3pp |
| Annual return | 14.53% | 17.46%-2.9pp | 28.98%-14.4pp | 29.38%-14.8pp |
| Employer contribution / active EE | $797 | $2,452-67.5% | $2,779-71.3% | $2,177-63.4% |
| Participant deferral / active EE | $1,591 | $3,162-49.7% | $3,536-55.0% | $3,514-54.7% |
| Admin fee / account holder | $195 | $314-37.7% | $3,840-94.9% | $847-76.9% |