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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $105,898 |
WILLIAMS KEEPERS LLC1 year Filed as: WILLIAMS KEEPERS Service code 10 · EIN 43-0655867 | Accounting | $39,350 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,500 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,342 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,949 | $120,057-45.9% | $75,696-14.2% | $93,030-30.2% |
| Participation rate | 49.1% | 77.3%-28.2pp | 74.8%-25.7pp | 73.9%-24.8pp |
| Annual return | 24.30% | 19.62%+4.7pp | 104.53%-80.2pp | 158.70%-134.4pp |
| Employer contribution / active EE | $936 | $3,253-71.2% | $2,743-65.9% | $2,706-65.4% |
| Participant deferral / active EE | $1,521 | $4,089-62.8% | $3,821-60.2% | $4,562-66.7% |
| Admin fee / account holder | $180 | $81+121.5% | $3,619-95.0% | $152+18.9% |