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| Provider | Service type | Compensation |
|---|---|---|
HUNGERFORD NICHOLS1 year Service code 10 · EIN 38-2184825 2910 LUCERNE DRIVE SE · GRAND RAPIDS, MI 49546 | Accounting | $9,500 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 12 · EIN 27-2037969 3201 34TH STREET S · ST PETERSBURG, FL 33711 | Recordkeeping fees; Claims processing... | $2,184 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $350 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $77 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,079 | $39,859-14.5% | $78,676-56.7% | $57,658-40.9% |
| Participation rate | 31.5% | 66.1%-34.6pp | 73.6%-42.1pp | 70.2%-38.7pp |
| Annual return | 7.51% | 18.96%-11.5pp | 62.19%-54.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $843 | $2,248-62.5% | $3,517-76.0% | $3,061-72.5% |
| Admin fee / account holder | $73 | $76-4.8% | $4,510-98.4% | $95-23.3% |