Filed January 11, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $50,783 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,564 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,531 | $53,216-42.6% | $155,534-80.4% | $199,960-84.7% |
| Participation rate | 90.6% | 64.1%+26.5pp | 78.2%+12.4pp | 72.0%+18.6pp |
| Annual return | 14.51% | 41.18%-26.7pp | 64.92%-50.4pp | 34.28%-19.8pp |
| Employer contribution / active EE | $887 | $1,848-52.0% | $4,675-81.0% | $3,036-70.8% |
| Participant deferral / active EE | $3,116 | $3,164-1.5% | $5,630-44.7% | $5,087-38.7% |
| Admin fee / account holder | $37 | $186-79.9% | $15,900-99.8% | $269-86.1% |