Filed November 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVIOSRS, LLC Service code 49 · EIN 13-4071393 | Other Services | $55,855 |
LINCOLN NATIONAL CORPORATION3 years Service code 15 · EIN 35-0472300 | Recordkeeping | $40,343 |
COASTAL PENSION SERVICES3 years Service code 10 · EIN 52-1053785 | Accounting | $6,938 |
Filed as: ADMINISTRATIVE FIDUCIARY Service code 49 · EIN 46-2619997 | Other Services | $6,388 |
Filed as: BLUE RIDGE ASSOCIATES Service code 10 · EIN 13-4238973 | Accounting | $562 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,615 | $88,890-27.3% | $102,423-36.9% | $77,643-16.8% |
| Participation rate | 83.3% | 80.9%+2.4pp | 76.5%+6.8pp | 70.6%+12.7pp |
| Annual return | 17.76% | 24.98%-7.2pp | 29.32%-11.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,883 | $2,698+6.9% | $3,023-4.6% | $2,726+5.8% |
| Participant deferral / active EE | $6,059 | $5,145+17.8% | $5,053+19.9% | $4,647+30.4% |
| Admin fee / account holder | $239 | $235+1.7% | $9,451-97.5% | $430-44.4% |