Filed November 28, 2022 (most recent of 3 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $34,976 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $300 |
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 | $41,712 | $46,732-10.7% | $156,551-73.4% | $55,167-24.4% |
| Participation rate | 66.7% | 65.8%+0.9pp | 84.0%-17.3pp | 69.0%-2.3pp |
| Annual return | 7.14% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,009 | $2,105-52.1% | $5,501-81.7% | $1,963-48.6% |
| Participant deferral / active EE | $3,061 | $2,204+38.9% | $4,871-37.2% | $3,054+0.2% |
| Admin fee / account holder | $219 | $418-47.6% | $13,028-98.3% | $504-56.5% |