Filed May 22, 2023
Total covered: 400 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 50 · EIN 71-0294708 | Direct Payment | $12,738 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING, LLC Service code 28 ONE PERSHING PLAZA · NEW JERSEY CITY, NJ 07399 | Investment Management | $150 |
AMERICAN FUNDS3+ years Filed as: AMERICAN FUNDS SERVICE COMPANY Service code 28 P.O. BOX 2280 · NORFOLK, VA 23501 | Investment Management | $110 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $100 |
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 | $22,041 | $46,173-52.3% | $170,435-87.1% | $69,631-68.3% |
| Participation rate | 99.5% | 63.9%+35.6pp | 83.6%+15.9pp | 70.7%+28.8pp |
| Annual return | 9.84% | 21.62%-11.8pp | 205.94%-196.1pp | 27571.02%-27561.2pp |
| Employer contribution / active EE | $793 | $1,610-50.7% | $5,432-85.4% | $2,032-61.0% |
| Participant deferral / active EE | $1,199 | $2,080-42.4% | $4,939-75.7% | $3,224-62.8% |
| Admin fee / account holder | $19 | $116-83.9% | $13,881-99.9% | $110-83.1% |