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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL GROUP Service code 64 · EIN 47-0495122 ONE GRANITE PLACE · CONCORD, NH 03301 | Recordkeeping Fees | $59,124 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,687 | $55,470-75.3% | $155,556-91.2% | $74,478-81.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.45% | 269.80%-259.4pp | 64.84%-54.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,164 | $2,267-48.6% | $4,675-75.1% | $2,626-55.7% |
| Participant deferral / active EE | $2,568 | $2,838-9.5% | $5,631-54.4% | $4,350-41.0% |
| Admin fee / account holder | $135 | $1,744-92.2% | $15,885-99.1% | $1,946-93.1% |