Filed January 11, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $20,472 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,356 |
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 | $23,814 | $36,916-35.5% | $156,551-84.8% | $57,658-58.7% |
| Participation rate | 65.7% | 63.4%+2.3pp | 84.0%-18.3pp | 70.2%-4.5pp |
| Annual return | 8.60% | 12.38%-3.8pp | 32.23%-23.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $482 | $1,571-69.3% | $5,501-91.2% | $1,974-75.6% |
| Participant deferral / active EE | $2,272 | $1,926+18.0% | $4,871-53.4% | $3,061-25.8% |
| Admin fee / account holder | $43 | $82-47.3% | $13,028-99.7% | $95-54.0% |