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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $105,810 |
HEALTHCARE COMMUNITY SECURITIES COR10+ years Service code 16 · EIN 14-1764768 | Consulting | $105,278 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $14,540 |
LINCOLN NATIONAL CORPORATION9 years Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Shareholder servicing fees; Distribut... | $3,479 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,181 | $53,204+22.5% | $155,556-58.1% | $200,096-67.4% |
| Participation rate | 68.8% | 64.1%+4.7pp | 78.2%-9.5pp | 72.0%-3.3pp |
| Annual return | 11.89% | 41.02%-29.1pp | 64.84%-53.0pp | 34.26%-22.4pp |
| Employer contribution / active EE | $2,479 | $1,850+34.0% | $4,675-47.0% | $3,038-18.4% |
| Participant deferral / active EE | $3,142 | $3,163-0.7% | $5,631-44.2% | $5,090-38.3% |
| Admin fee / account holder | $200 | $186+7.6% | $15,885-98.7% | $269-25.8% |