Filed May 8, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL LIFE INS. CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $29,470 |
AMERICAN FUNDS3+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $27,000 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $25,125 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 51 · EIN 54-1578408 | Investment Mgmt Fees | $18,686 |
US BANK3+ years Service code 21 · EIN 31-6366960 | Bank Trustee | $13,907 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | 8.93% | -1.21%+10.1pp | -0.41%+9.3pp | 0.19%+8.7pp |
| Employer contribution / active EE | $6,233 | $10,104-38.3% | $15,396-59.5% | $13,763-54.7% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |