Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Filed as: LINCOLN RETIREMENT SERVICES CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $58,481 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
RETIREMENT SOLUTION GROUP10+ years Filed as: RETIREMENT SOLUTIONS GROUP Service code 15 · EIN 20-2668095 | Recordkeeping | $15,900 |
USI CONSULTING GROUP1 year Service code 50 · EIN 06-1053228 | Direct Payment | $9,900 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $6,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,037 | $82,979+39.8% | $102,412+13.3% | $77,736+49.3% |
| Participation rate | 80.0% | 71.5%+8.5pp | 74.5%+5.5pp | 70.6%+9.4pp |
| Annual return | 14.56% | 19.11%-4.5pp | 24.94%-10.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $4,302 | $3,554+21.1% | $3,870+11.2% | $2,728+57.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $320 | $639-50.0% | $8,388-96.2% | $433-26.3% |