Filed December 10, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $154,469 |
SC&H ATTEST SERVICES, P.C.2+ years Service code 10 · EIN 52-1743645 | Accounting | $17,650 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,310 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,310 |
Filed as: LINCOLN - APS Service code 13 · EIN 35-1140070 | Contract Administrator | $350 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 64 · EIN 81-3846992 | Recordkeeping Fees | $105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,110 | $45,000+40.2% | $143,801-56.1% | $77,906-19.0% |
| Participation rate | 55.0% | 66.8%-11.9pp | 80.3%-25.4pp | 73.7%-18.7pp |
| Annual return | -11.78% | 29.03%-40.8pp | -0.04%-11.7pp | 12.16%-23.9pp |
| Employer contribution / active EE | $510 | $1,870-72.7% | $4,952-89.7% | $2,846-82.1% |
| Participant deferral / active EE | $3,378 | $3,157+7.0% | $5,639-40.1% | $4,805-29.7% |
| Admin fee / account holder | $75 | $98-24.1% | $14,680-99.5% | $133-43.7% |