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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $12,292 |
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $250 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 99 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Other Fees | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,299 | $64,705+21.0% | $62,929+24.4% | $67,986+15.2% |
| Participation rate | 53.0% | 65.6%-12.6pp | 73.1%-20.1pp | 57.2%-4.2pp |
| Annual return | 10.25% | 20.31%-10.1pp | 1063.93%-1053.7pp | 31.67%-21.4pp |
| Employer contribution / active EE | $1,474 | $2,376-37.9% | $2,505-41.1% | $2,019-27.0% |
| Participant deferral / active EE | $2,648 | $3,198-17.2% | $3,888-31.9% | $3,358-21.2% |
| Admin fee / account holder | $113 | $1,428-92.1% | $5,065-97.8% | $3,203-96.5% |