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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 601 OFFICE CENTER SRIVE, SUITE 300 · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $3,102 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $2,641 |
Filed as: BLUE BENEFITS CONSULTING, INC, Service code 13 12800 N. MERIDIAN ST · CARMEL, IN 46032 | Contract Administrator | $2,485 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $777 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,531 | $81,537-82.2% | $149,716-90.3% | $69,631-79.1% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.1%+11.1pp | 70.7%+27.5pp |
| Annual return | 18.30% | 22.79%-4.5pp | 1501.67%-1483.4pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $685 | $3,239-78.9% | $5,444-87.4% | $2,032-66.3% |
| Participant deferral / active EE | $3,594 | $4,994-28.0% | $6,568-45.3% | $3,224+11.5% |
| Admin fee / account holder | $24 | $107-77.4% | $11,282-99.8% | $110-78.2% |