Filed February 15, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
LINCOLN NATIONAL CORPORATION3 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 | $38,546 | $60,989-36.8% | $60,899-36.7% | $66,930-42.4% |
| Participation rate | 93.9% | 74.5%+19.4pp | 73.1%+20.8pp | 69.8%+24.1pp |
| Annual return | -15.99% | -9.60%-6.4pp | 16.92%-32.9pp | 1.57%-17.6pp |
| Employer contribution / active EE | $2,767 | $2,661+4.0% | $2,702+2.4% | $2,545+8.7% |
| Participant deferral / active EE | $2,925 | $3,615-19.1% | $3,817-23.4% | $4,238-31.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,225-100.0% | $593-100.0% |