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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,715 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,052 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $650 |
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 | $22,032 | $43,496-49.3% | $161,489-86.4% | $64,340-65.8% |
| Participation rate | 77.0% | 53.5%+23.5pp | 78.7%-1.7pp | 55.2%+21.7pp |
| Annual return | 9.46% | 20.76%-11.3pp | 89.72%-80.3pp | 24.14%-14.7pp |
| Employer contribution / active EE | $516 | $1,431-63.9% | $4,268-87.9% | $1,862-72.3% |
| Participant deferral / active EE | $2,006 | $1,996+0.5% | $5,630-64.4% | $2,980-32.7% |
| Admin fee / account holder | $18 | $2,330-99.2% | $16,006-99.9% | $3,703-99.5% |