Filed December 7, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE6 years Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $7,925 |
LINCOLN NATIONAL CORPORATION3 years Service code 50 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Direct Payment | $1,213 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,192 | $69,745-12.3% | $67,511-9.4% | $74,546-17.9% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.28% | -40.37%+54.7pp | 3517.41%-3503.1pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $7,193 | $2,705+165.9% | $2,733+163.3% | $2,624+174.1% |
| Participant deferral / active EE | $9,458 | $3,636+160.1% | $4,000+136.4% | $4,347+117.5% |
| Admin fee / account holder | $26 | $894-97.1% | $3,999-99.4% | $1,944-98.7% |