Filed January 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $24,000 |
ACTUARIAL DESIGNS & SOLUTIONS, INC.1+ years Filed as: ACTUARIAL DESIGNS & SOLUTIONS Service code 11 · EIN 01-0496183 | Actuarial | $23,062 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 26 COLUMBUS TRUST OFFICE · COLUMBUS, OH 432710192 | Advisory (Participants) | $8,852 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | -0.47% | 4.87%-5.3pp | 5.00%-5.5pp | 4.56%-5.0pp |
| Employer contribution / active EE | $9,677 | $14,613-33.8% | $35,918-73.1% | $15,526-37.7% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |