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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 PO BOX 7564 · FORT WASHINGTON, PA 190347654 | Contract Administrator | $21,641 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $4,760 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $728 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,376 | $63,114-61.4% | $92,909-73.8% | $65,185-62.6% |
| Participation rate | 52.0% | 68.8%-16.8pp | 76.0%-24.0pp | 70.2%-18.2pp |
| Annual return | 0.81% | 28.75%-27.9pp | 109.44%-108.6pp | 29.38%-28.6pp |
| Employer contribution / active EE | $1,006 | $2,571-60.8% | $3,653-72.5% | $2,177-53.8% |
| Participant deferral / active EE | $1,346 | $3,108-56.7% | $4,238-68.2% | $3,514-61.7% |
| Admin fee / account holder | $132 | $624-78.9% | $5,795-97.7% | $847-84.5% |