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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $106,394 |
MMA SECURITIES LLC6 years Filed as: MARSH MCLENNAN AGENCY Service code 27 · EIN 26-3237576 | Advisory (Plan) | $26,711 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $14,223 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,428 | $50,919-12.7% | $155,556-71.4% | $77,762-42.9% |
| Participation rate | 70.9% | 63.1%+7.8pp | 78.2%-7.3pp | 70.6%+0.3pp |
| Annual return | 8.71% | 34.84%-26.1pp | 64.84%-56.1pp | 31.27%-22.6pp |
| Employer contribution / active EE | $588 | $1,991-70.5% | $4,675-87.4% | $2,728-78.4% |
| Participant deferral / active EE | $3,882 | $2,824+37.5% | $5,631-31.0% | $4,651-16.5% |
| Admin fee / account holder | $496 | $437+13.6% | $15,885-96.9% | $433+14.6% |