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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,133 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,763 | $85,199-19.3% | $57,196+20.2% | $63,975+7.5% |
| Participation rate | 58.8% | 74.0%-15.3pp | 75.3%-16.6pp | 71.1%-12.4pp |
| Annual return | 8.41% | 10.43%-2.0pp | 14.59%-6.2pp | 48.65%-40.2pp |
| Employer contribution / active EE | $1,620 | $3,446-53.0% | $2,683-39.6% | $2,182-25.8% |
| Participant deferral / active EE | $2,853 | $3,109-8.2% | $3,096-7.9% | $3,356-15.0% |
| Admin fee / account holder | $16 | $39-57.9% | $3,141-99.5% | $70-76.9% |