Filed November 8, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $176,230 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 17 · EIN 30-0282430 | Pension Consulting | $40,000 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $10,989 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,025 |
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 | $36,075 | $56,095-35.7% | $178,503-79.8% | $90,274-60.0% |
| Participation rate | 95.3% | 65.6%+29.7pp | 81.9%+13.3pp | 73.4%+21.9pp |
| Annual return | 12.96% | 28.81%-15.9pp | 151.12%-138.2pp | 53.97%-41.0pp |
| Employer contribution / active EE | $3,001 | $1,572+90.8% | $5,011-40.1% | $2,523+18.9% |
| Participant deferral / active EE | $3,006 | $2,669+12.6% | $5,202-42.2% | $4,231-28.9% |
| Admin fee / account holder | $73 | $101-27.4% | $13,987-99.5% | $114-36.0% |