Filed November 8, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $216,265 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 17 · EIN 30-0282430 | Pension Consulting | $35,000 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $25,500 |
MMA SECURITIES LLC4+ years Filed as: MMC SECURITIES CORPORATION Service code 17 · EIN 06-1685865 | Pension Consulting | $8,750 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,051 |
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 | $33,094 | $47,456-30.3% | $172,739-80.8% | $77,787-57.5% |
| Participation rate | 95.3% | 66.3%+29.0pp | 82.6%+12.6pp | 73.2%+22.1pp |
| Annual return | 26.22% | 35.57%-9.4pp | 802.84%-776.6pp | 32.57%-6.4pp |
| Employer contribution / active EE | $2,439 | $1,574+54.9% | $5,143-52.6% | $2,504-2.6% |
| Participant deferral / active EE | $2,500 | $2,560-2.3% | $5,198-51.9% | $3,967-37.0% |
| Admin fee / account holder | $95 | $81+17.6% | $13,954-99.3% | $100-5.0% |