Filed May 22, 2023
Total covered: 400 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 50 · EIN 71-0294708 | Direct Payment | $9,784 |
AMERICAN FUNDS8+ years Filed as: AMERICAN FUNDS SERVICE COMPANY Service code 28 P.O. BOX 2280 · NORFOLK, VA 23501 | Investment Management | $50 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,982 | $46,332-20.2% | $143,797-74.3% | $64,824-42.9% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -8.36% | -10.05%+1.7pp | -0.04%-8.3pp | 32.84%-41.2pp |
| Employer contribution / active EE | $2,873 | $1,911+50.3% | $4,952-42.0% | $2,507+14.6% |
| Participant deferral / active EE | $2,876 | $2,647+8.6% | $5,638-49.0% | $4,311-33.3% |
| Admin fee / account holder | $13 | $154-91.5% | $14,679-99.9% | $188-93.1% |