Filed November 28, 2022 (most recent of 3 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,314 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $6,271 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $175 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,057 | $46,332-24.3% | $143,799-75.6% | $64,819-45.9% |
| Participation rate | 98.7% | 64.2%+34.5pp | 80.3%+18.4pp | 71.5%+27.3pp |
| Annual return | -15.42% | -10.05%-5.4pp | -0.04%-15.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $1,389 | $1,911-27.3% | $4,952-72.0% | $2,507-44.6% |
| Participant deferral / active EE | $4,842 | $2,647+82.9% | $5,638-14.1% | $4,311+12.3% |
| Admin fee / account holder | $216 | $154+40.4% | $14,677-98.5% | $188+15.0% |