Filed February 15, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,231 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,576 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,679 | $69,774-28.8% | $67,575-26.5% | $74,459-33.3% |
| Participation rate | 98.2% | 71.4%+26.8pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 14.02% | -40.53%+54.6pp | 3528.98%-3515.0pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $3,020 | $2,710+11.4% | $2,736+10.4% | $2,626+15.0% |
| Participant deferral / active EE | $3,404 | $3,636-6.4% | $4,003-15.0% | $4,350-21.7% |
| Admin fee / account holder | $9 | $890-99.0% | $3,993-99.8% | $1,945-99.5% |