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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,979 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $6,504 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $4,534 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC Service code 13 · EIN 39-1884254 | Contract Administrator | $1,218 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $602 |
Filed as: ABACUS BENEFIT CONSULTANTS, INC. Service code 13 · EIN 05-0460654 | Contract Administrator | $236 |
Service code 13 · EIN 45-4369278 | Contract Administrator | $220 |
MAP RETIREMENT, INC.1 year Service code 13 | Contract Administrator | $196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,311 | $61,356-53.9% | $149,696-81.1% | $71,511-60.4% |
| Participation rate | 29.4% | 62.5%-33.1pp | 78.8%-49.4pp | 67.9%-38.5pp |
| Annual return | 10.41% | 35.86%-25.4pp | 134.46%-124.0pp | 28.86%-18.4pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,099 | $2,920-62.4% | $5,682-80.7% | $4,291-74.4% |
| Admin fee / account holder | $268 | $1,263-78.7% | $13,212-98.0% | $1,588-83.1% |