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 | $183,465 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORPORATION Service code 17 · EIN 06-1685865 | Pension Consulting | $35,000 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $22,861 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,082 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,151 | $45,382-38.0% | $154,108-81.7% | $75,289-62.6% |
| Participation rate | 96.5% | 65.9%+30.6pp | 83.0%+13.5pp | 72.4%+24.1pp |
| Annual return | -6.23% | -0.47%-5.8pp | 735.21%-741.4pp | -0.04%-6.2pp |
| Employer contribution / active EE | $2,432 | $1,533+58.6% | $5,298-54.1% | $2,405+1.1% |
| Participant deferral / active EE | $2,399 | $2,384+0.6% | $5,081-52.8% | $3,739-35.8% |
| Admin fee / account holder | $90 | $89+1.1% | $13,411-99.3% | $102-11.7% |