Filed November 8, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $254,384 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 17 · EIN 30-0282430 | Pension Consulting | $35,000 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,429 |
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 | $32,277 | $50,151-35.6% | $149,696-78.4% | $80,157-59.7% |
| Participation rate | 95.0% | 64.3%+30.7pp | 78.8%+16.2pp | 72.9%+22.1pp |
| Annual return | 16.43% | 29.80%-13.4pp | 134.46%-118.0pp | 40.39%-24.0pp |
| Employer contribution / active EE | $3,050 | $1,867+63.4% | $4,821-36.7% | $2,977+2.4% |
| Participant deferral / active EE | $3,443 | $3,194+7.8% | $5,682-39.4% | $5,015-31.3% |
| Admin fee / account holder | $68 | $153-55.6% | $13,212-99.5% | $145-53.2% |