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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN FINANCIAL GROUP Service code 12 · EIN 38-1918221 | Sub-transfer agency fees; Participant... | $24,980 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD Service code 10 · EIN 38-2184825 2910 LUCERNE DRIVE S.E · GRAND RAPIDS, MI 495467175 | Accounting | $8,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,142 | $52,188-65.2% | $86,640-79.1% | $74,460-75.6% |
| Participation rate | 80.1% | 66.3%+13.7pp | 71.7%+8.3pp | 70.7%+9.3pp |
| Annual return | 13.28% | 44.46%-31.2pp | 592.52%-579.2pp | 34.38%-21.1pp |
| Employer contribution / active EE | $390 | $2,282-82.9% | $3,024-87.1% | $2,638-85.2% |
| Participant deferral / active EE | $1,773 | $3,383-47.6% | $4,438-60.0% | $4,530-60.9% |
| Admin fee / account holder | $84 | $319-73.8% | $5,616-98.5% | $348-76.0% |