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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL CORP Service code 13 1300 SOUTH CLINTON ST STE 150 · FORT WAYNE, IN 46802 | Contract Administrator | $0 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,433 | $77,638-68.5% | $156,551-84.4% | $62,881-61.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.75% | 50.33%-47.6pp | 32.23%-29.5pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,372 | $3,444-60.2% | $5,501-75.1% | $2,281-39.9% |
| Participant deferral / active EE | $1,515 | $3,046-50.3% | $4,871-68.9% | $3,203-52.7% |
| Admin fee / account holder | $13 | $5,561-99.8% | $13,028-99.9% | $4,296-99.7% |