Filed January 7, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ORNL FEDERAL CREDIT UNION1+ years Service code 16 · EIN 62-0476738 | Consulting | $9,250 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,388 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,693 | $68,413-61.0% | $123,105-78.3% | $55,191-51.6% |
| Participation rate | 88.4% | 84.5%+3.8pp | 86.8%+1.6pp | 69.2%+19.2pp |
| Annual return | 0.15% | 6.30%-6.1pp | 13.22%-13.1pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,392 | $3,050-54.4% | $5,151-73.0% | $1,899-26.7% |
| Participant deferral / active EE | $2,044 | $4,490-54.5% | $6,229-67.2% | $3,046-32.9% |
| Admin fee / account holder | $23 | $88-73.3% | $9,014-99.7% | $91-74.2% |