Filed June 6, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,238 |
SUNWEST PENSIONS3+ years Service code 15 · EIN 86-0922116 | Recordkeeping | $9,460 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,947 | $55,453-78.5% | $170,442-93.0% | $62,292-80.8% |
| Participation rate | 78.9% | 66.4%+12.6pp | 83.6%-4.7pp | 69.5%+9.4pp |
| Annual return | 15.82% | 21.38%-5.6pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $796 | $2,164-63.2% | $5,433-85.3% | $2,042-61.0% |
| Participant deferral / active EE | $1,417 | $2,303-38.4% | $4,939-71.3% | $3,169-55.3% |
| Admin fee / account holder | $168 | $455-63.1% | $13,880-98.8% | $479-65.0% |