Filed November 8, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $83,051 |
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 17 · EIN 30-0282430 | Pension Consulting | $35,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,857 | $50,812+43.4% | $155,602-53.2% | $77,692-6.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 11.23% | 34.85%-23.6pp | 64.81%-53.6pp | 31.25%-20.0pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,629-100.0% | $4,648-100.0% |
| Admin fee / account holder | $196 | $436-55.0% | $15,923-98.8% | $431-54.5% |