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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $31,737 |
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,814 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,439 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,959 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $7,983 |
NATIONWIDE2 years Service code 13 · EIN 31-4156830 | Contract Administrator | $516 |
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 | $62,250 | $44,989+38.4% | $170,435-63.5% | $77,958-20.1% |
| Participation rate | 78.7% | 64.6%+14.1pp | 83.6%-4.9pp | 71.6%+7.1pp |
| Annual return | 13.55% | 19.61%-6.1pp | 205.94%-192.4pp | 20.87%-7.3pp |
| Employer contribution / active EE | $270 | $1,466-81.6% | $5,432-95.0% | $2,310-88.3% |
| Participant deferral / active EE | $3,553 | $2,208+61.0% | $4,939-28.1% | $3,537+0.5% |
| Admin fee / account holder | $16 | $69-77.1% | $13,881-99.9% | $97-83.8% |