Filed May 22, 2023
Total covered: 400 employees
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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL PLANNING CORPORATION2+ years Filed as: NATIONAL PLANNING CORP Service code 28 · EIN 34-1724014 | Investment Management | $3,238 |
FTJ FUNDCHOICE, LLC2+ years Filed as: FTJ FUNDCHOICE Service code 28 2300 LITTON LANE, STE. 102 · HEBRON, KY 41048 | Investment Management | $1,162 |
AMERICAN FUNDS2+ years Filed as: AMERICAN FUNDS SERVICE COMPANY Service code 28 P.O. BOX 2280 · NORFOLK, VA 23501 | Investment Management | $130 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $100 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING, LLC Service code 28 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Investment Management | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 50 · EIN 71-0294708 | Direct Payment | $0 |
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 | $19,809 | $36,916-46.3% | $156,551-87.3% | $57,658-65.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 8.37% | 12.38%-4.0pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,179 | $1,571-24.9% | $5,501-78.6% | $1,974-40.3% |
| Participant deferral / active EE | $1,217 | $1,926-36.8% | $4,871-75.0% | $3,061-60.2% |
| Admin fee / account holder | $6 | $82-92.4% | $13,028-100.0% | $95-93.3% |