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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 | $65,084+20.3% | $67,681+15.7% | $64,340+21.7% |
| Participation rate | 53.0% | 66.7%-13.8pp | 73.7%-20.8pp | 55.2%-2.3pp |
| Annual return | 10.25% | 20.50%-10.3pp | 590.58%-580.3pp | 24.14%-13.9pp |
| Employer contribution / active EE | $1,474 | $2,398-38.5% | $2,678-45.0% | $1,862-20.8% |
| Participant deferral / active EE | $2,648 | $3,210-17.5% | $3,976-33.4% | $2,980-11.2% |
| Admin fee / account holder | $113 | $1,415-92.0% | $6,100-98.1% | $3,703-96.9% |