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 | $19,219 |
FRANKLIN TEMPLETON3 years Service code 28 47 WEST 200 SOUTH · SALT LAKE CITY, UT 84101 | Investment Management | $150 |
AMERICAN FUNDS6+ years Filed as: AMERICAN FUNDS SERVICE COMPANY Service code 28 P.O. BOX 2280 · NORFOLK, VA 23501 | Investment Management | $50 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,421 | $52,293-38.0% | $178,503-81.8% | $73,412-55.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 11.57% | 34.75%-23.2pp | 151.12%-139.5pp | 59.30%-47.7pp |
| Employer contribution / active EE | $1,694 | $1,736-2.4% | $5,011-66.2% | $2,234-24.2% |
| Participant deferral / active EE | $1,644 | $2,333-29.6% | $5,202-68.4% | $3,806-56.8% |
| Admin fee / account holder | $25 | $127-80.7% | $13,987-99.8% | $158-84.4% |