Filed December 10, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $162,910 |
SC&H ATTEST SERVICES, P.C.4+ years Service code 10 · EIN 52-1743645 | Accounting | $6,405 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,719 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN - APS Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 81-3846992 | Contract Administrator | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,399 | $68,110+13.6% | $155,556-50.2% | $99,313-22.1% |
| Participation rate | 51.2% | 67.8%-16.6pp | 78.2%-27.0pp | 71.7%-20.5pp |
| Annual return | 11.39% | 16.16%-4.8pp | 64.84%-53.5pp | 17.67%-6.3pp |
| Employer contribution / active EE | $552 | $2,291-75.9% | $4,675-88.2% | $3,264-83.1% |
| Participant deferral / active EE | $3,952 | $3,865+2.3% | $5,631-29.8% | $5,346-26.1% |
| Admin fee / account holder | $58 | $94-38.5% | $15,885-99.6% | $109-47.1% |