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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 | $43,749-49.6% | $158,223-86.1% | $65,306-66.3% |
| Participation rate | 77.0% | 56.9%+20.1pp | 79.2%-2.2pp | 57.7%+19.3pp |
| Annual return | 9.46% | 19.41%-9.9pp | 52.09%-42.6pp | 21.94%-12.5pp |
| Employer contribution / active EE | $516 | $1,497-65.5% | $4,109-87.4% | $1,967-73.8% |
| Participant deferral / active EE | $2,006 | $2,019-0.6% | $5,467-63.3% | $2,959-32.2% |
| Admin fee / account holder | $18 | $1,930-99.0% | $16,047-99.9% | $3,480-99.5% |