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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $42,752 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $25,865 |
Filed as: LINCOLN NATINAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $700 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 84-0512589 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,198 | $52,722-40.8% | $90,440-65.5% | $73,412-57.5% |
| Participation rate | 98.3% | 67.7%+30.5pp | 72.7%+25.6pp | 72.2%+26.1pp |
| Annual return | 3.95% | 20.70%-16.8pp | 1294.38%-1290.4pp | 59.30%-55.3pp |
| Employer contribution / active EE | $1,385 | $1,872-26.0% | $3,263-57.6% | $2,234-38.0% |
| Participant deferral / active EE | $2,507 | $2,810-10.8% | $3,964-36.7% | $3,806-34.1% |
| Admin fee / account holder | $104 | $117-11.2% | $5,615-98.2% | $158-34.3% |