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 | $11,229 |
FRANKLIN TEMPLETON1 year Service code 28 47 WEST 200 SOUTH · SALT LAKE CITY, UT 84101 | Investment Management | $200 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $100 |
AMERICAN FUNDS4+ years Filed as: AMERICAN FUNDS SERVICE COMPANY Service code 28 P.O. BOX 2280 · NORFOLK, VA 23501 | Investment Management | $80 |
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 | $22,547 | $37,196-39.4% | $154,108-85.4% | $55,725-59.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -0.01% | 1319.68%-1319.7pp | 735.21%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $401 | $1,614-75.1% | $5,298-92.4% | $2,078-80.7% |
| Participant deferral / active EE | $1,310 | $2,068-36.7% | $5,081-74.2% | $3,356-61.0% |
| Admin fee / account holder | $15 | $102-85.4% | $13,411-99.9% | $115-87.1% |