Filed April 23, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,470,983 |
TIAA1+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $5,249 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,721 |
Filed as: FIDELITY INVESTMENT INSTIITIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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 | $108,624 | $49,270+120.5% | $156,551-30.6% | $329,111-67.0% |
| Participation rate | 61.3% | 68.1%-6.8pp | 84.0%-22.7pp | 67.9%-6.6pp |
| Annual return | 10.05% | 23.25%-13.2pp | 32.23%-22.2pp | 16.35%-6.3pp |
| Employer contribution / active EE | $1,640 | $1,534+6.9% | $5,501-70.2% | $2,303-28.8% |
| Participant deferral / active EE | $3,802 | $2,920+30.2% | $4,871-22.0% | $3,682+3.2% |
| Admin fee / account holder | $59 | $51+17.1% | $13,028-99.5% | $754-92.1% |