Filed March 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE LIFE INSURANCE CO. Service code 23 P.O. BOX 758581 · TOPEKA, KS 66675 | Other insurance fees and expenses; Di... | $0 |
Filed as: JOHN HANCOCK VARIABLE INSURANCE TST Service code 23 601 CONGRESS STREET · BOSTON, MA 02210 | Distribution (12b-1) fees; Insurance ... | $0 |
Filed as: NEW YORK LIFE INS CO. & ANNUITY Service code 23 11400 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 66211 | Insurance services; Insurance mortali... | $0 |
PACIFIC LIFE INSURANCE1+ years Filed as: PACIFIC LIFE INSURANCE CO. Service code 23 P.O. BOX 2030 · OMAHA, NE 68103 | Other insurance fees and expenses; Di... | $0 |
METRO PROTECTIVE SERVICES, INC1+ years Filed as: PROTECTIVE LIFE INSURANCE COMPANY Service code 23 2801 HIGHWAY 280 SOUTH · BIRMINGHAM, AL 35223 | Insurance services; Insurance mortali... | $0 |
SYMETRA LIFE INSURANCE COMPANY1+ years Filed as: SYMETRA Service code 23 777 108TH AVE, NE, SUITE 1200 · BELLEVUE, WA 98004 | Other insurance fees and expenses; In... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,733-100.0% | $323,456-100.0% | $9,733-100.0% |
| Participation rate | 0.0% | 43.7%-43.7pp | 77.8%-77.8pp | 43.7%-43.7pp |
| Annual return | 11.95% | 15.30%-3.4pp | 13.47%-1.5pp | 15.30%-3.4pp |
| Employer contribution / active EE | $79,552 | $40,466+96.6% | $29,776+167.2% | $40,466+96.6% |
| Participant deferral / active EE | $0 | $0 | $7,386-100.0% | $0 |
| Admin fee / account holder | $0 | $176-100.0% | $10,251-100.0% | $176-100.0% |