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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 1300 S. CLINTON ST. #150 · FT. WAYNE, IN 46802 | Other Commissions | $33,396 |
PA RETIREMENT SOLUTIONS, INC.2+ years Service code 13 · EIN 27-2487837 119 ASTER DRIVE · HARRISBURG, PA 17112 | Contract Administrator | $17,795 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,885 |
Filed as: EMPOWER RETIREMENT ADVISOR SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,944 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,496 | $57,921-7.6% | $84,753-36.9% | $57,658-7.2% |
| Participation rate | 95.6% | 72.9%+22.6pp | 76.6%+19.0pp | 70.2%+25.3pp |
| Annual return | 8.97% | 10.24%-1.3pp | 22.78%-13.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $7 | $2,598-99.7% | $3,574-99.8% | $1,974-99.6% |
| Participant deferral / active EE | $4,156 | $2,742+51.6% | $3,712+12.0% | $3,061+35.8% |
| Admin fee / account holder | $45 | $130-65.2% | $5,333-99.2% | $95-52.3% |