Filed November 28, 2022 (most recent of 3 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $34,165 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $400 |
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 | $45,590 | $46,360-1.7% | $147,617-69.1% | $52,331-12.9% |
| Participation rate | 64.6% | 64.9%-0.3pp | 84.6%-20.0pp | 68.1%-3.5pp |
| Annual return | 3.04% | 1.62%+1.4pp | 61.98%-58.9pp | 4.54%-1.5pp |
| Employer contribution / active EE | $1,037 | $2,126-51.2% | $5,564-81.4% | $1,882-44.9% |
| Participant deferral / active EE | $3,204 | $2,258+41.9% | $4,895-34.5% | $3,022+6.0% |
| Admin fee / account holder | $243 | $766-68.2% | $11,612-97.9% | $592-58.9% |