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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $156,875 |
NATIONWIDE3 years Service code 13 · EIN 31-4156830 | Contract Administrator | $30,994 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $23,219 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,816 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $8,156 |
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 | $52,123 | $45,382+14.9% | $154,110-66.2% | $75,289-30.8% |
| Participation rate | 91.4% | 65.9%+25.5pp | 83.0%+8.4pp | 72.4%+19.0pp |
| Annual return | -3.18% | -0.47%-2.7pp | 735.22%-738.4pp | -0.04%-3.1pp |
| Employer contribution / active EE | $265 | $1,533-82.7% | $5,298-95.0% | $2,405-89.0% |
| Participant deferral / active EE | $4,493 | $2,384+88.5% | $5,081-11.6% | $3,739+20.2% |
| Admin fee / account holder | $44 | $89-50.3% | $13,412-99.7% | $102-56.6% |