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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,622 |
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $75 |
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 | $82,406 | $204,517-59.7% | $69,464+18.6% | $77,775+6.0% |
| Participation rate | 59.0% | 74.6%-15.6pp | 74.6%-15.6pp | 73.2%-14.2pp |
| Annual return | 18.64% | 22.10%-3.5pp | 28.98%-10.3pp | 32.58%-13.9pp |
| Employer contribution / active EE | $1,658 | $3,548-53.3% | $2,779-40.3% | $2,504-33.8% |
| Participant deferral / active EE | $3,073 | $3,478-11.6% | $3,536-13.1% | $3,966-22.5% |
| Admin fee / account holder | $31 | $101-69.3% | $3,840-99.2% | $100-69.1% |