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 | $300,090 |
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 17 · EIN 30-0282430 | Pension Consulting | $35,000 |
RSM US LLP9+ years Service code 10 · EIN 42-0714325 | Accounting | $21,000 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,863 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,573 | $53,136-14.2% | $155,509-70.7% | $199,593-77.2% |
| Participation rate | 96.1% | 64.1%+32.0pp | 78.2%+17.9pp | 72.0%+24.1pp |
| Annual return | 12.33% | 41.15%-28.8pp | 64.67%-52.3pp | 34.25%-21.9pp |
| Employer contribution / active EE | $2,543 | $1,851+37.4% | $4,672-45.6% | $3,034-16.2% |
| Participant deferral / active EE | $3,579 | $3,161+13.2% | $5,626-36.4% | $5,087-29.6% |
| Admin fee / account holder | $104 | $185-43.9% | $15,912-99.3% | $269-61.3% |