Filed November 28, 2022 (most recent of 3 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST6+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $57,812 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $200 |
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 | $56,397 | $52,293+7.8% | $178,499-68.4% | $73,412-23.2% |
| Participation rate | 58.2% | 65.3%-7.1pp | 81.9%-23.7pp | 72.2%-13.9pp |
| Annual return | 24.82% | 34.75%-9.9pp | 151.10%-126.3pp | 59.30%-34.5pp |
| Employer contribution / active EE | $1,003 | $1,735-42.2% | $5,011-80.0% | $2,234-55.1% |
| Participant deferral / active EE | $3,901 | $2,332+67.3% | $5,202-25.0% | $3,806+2.5% |
| Admin fee / account holder | $249 | $127+95.5% | $13,986-98.2% | $158+57.7% |