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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS Service code 17 · EIN 30-0282430 | Pension Consulting | $57,224 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $27,524 |
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 | $55,937 | $52,293+7.0% | $178,499-68.7% | $73,412-23.8% |
| Participation rate | 78.6% | 65.3%+13.3pp | 81.9%-3.3pp | 72.2%+6.5pp |
| Annual return | 15.65% | 34.75%-19.1pp | 151.10%-135.5pp | 59.30%-43.6pp |
| Employer contribution / active EE | $1,834 | $1,735+5.7% | $5,011-63.4% | $2,234-17.9% |
| Participant deferral / active EE | $3,409 | $2,332+46.2% | $5,202-34.5% | $3,806-10.4% |
| Admin fee / account holder | $127 | $127-0.5% | $13,986-99.1% | $158-19.8% |