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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $14,102 |
MAXUS PLAN SOLUTIONS5 years Filed as: MAXUS PLAN SOLUTIONS, NC Service code 49 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Other Services | $3,775 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 P.O. BOX 74008967 · CHICAGO, IL 60674 | Advisory (Plan) | $809 |
Filed as: MASS MUTUAL LIFE INSURANCE, CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,356 | $60,989-46.9% | $60,906-46.9% | $66,938-51.7% |
| Participation rate | 72.8% | 74.5%-1.7pp | 73.1%-0.3pp | 69.8%+3.0pp |
| Annual return | -10.44% | -9.60%-0.8pp | 16.94%-27.4pp | 1.58%-12.0pp |
| Employer contribution / active EE | $797 | $2,661-70.0% | $2,703-70.5% | $2,545-68.7% |
| Participant deferral / active EE | $1,827 | $3,615-49.4% | $3,814-52.1% | $4,238-56.9% |
| Admin fee / account holder | $129 | $338-61.8% | $3,227-96.0% | $594-78.2% |