Filed May 8, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL LIFE INS. CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $29,363 |
AMERICAN FUNDS1+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $21,233 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 51 · EIN 54-1578408 | Investment Mgmt Fees | $21,107 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $18,803 |
US BANK1+ years Service code 21 · EIN 31-6366960 | Bank Trustee | $12,623 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 6.99% | 5.03%+2.0pp | 18.87%-11.9pp | 7.18%-0.2pp |
| Employer contribution / active EE | $0 | $10,273-100.0% | $19,828-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |