Filed June 6, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,817 |
SUNWEST PENSIONS1+ years Service code 13 · EIN 86-0922116 | Contract Administrator | $6,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,836 | $46,360-83.1% | $147,617-94.7% | $52,331-85.0% |
| Participation rate | 64.6% | 64.9%-0.4pp | 84.6%-20.0pp | 68.1%-3.5pp |
| Annual return | 37.26% | 1.62%+35.6pp | 61.98%-24.7pp | 4.54%+32.7pp |
| Employer contribution / active EE | $567 | $2,126-73.3% | $5,565-89.8% | $1,882-69.8% |
| Participant deferral / active EE | $861 | $2,258-61.9% | $4,895-82.4% | $3,022-71.5% |
| Admin fee / account holder | $95 | $766-87.6% | $11,611-99.2% | $592-83.9% |