Filed November 8, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $115,635 |
MMA SECURITIES LLC4+ years Filed as: MMC SECURITIES CORP Service code 17 · EIN 06-1685865 | Pension Consulting | $35,000 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $23,919 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,162 | $37,196+26.8% | $154,114-69.4% | $55,725-15.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.58% | 1319.68%-1325.3pp | 735.16%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $182 | $102+78.8% | $13,411-98.6% | $115+57.7% |