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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $30,439 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,841 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3298160 | Advisory (Participants) | $8,512 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,411 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $7,562 |
NATIONWIDE1 year Service code 13 · EIN 31-4156830 | Contract Administrator | $552 |
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 | $57,787 | $37,213+55.3% | $156,551-63.1% | $63,975-9.7% |
| Participation rate | 76.3% | 65.0%+11.3pp | 84.0%-7.7pp | 71.1%+5.2pp |
| Annual return | 6.39% | 47.89%-41.5pp | 32.23%-25.8pp | 48.65%-42.3pp |
| Employer contribution / active EE | $235 | $1,357-82.7% | $5,501-95.7% | $2,182-89.2% |
| Participant deferral / active EE | $3,758 | $2,070+81.5% | $4,871-22.9% | $3,356+11.9% |
| Admin fee / account holder | $16 | $56-72.0% | $13,028-99.9% | $70-77.6% |