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 |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 34-0472300 | Contract Administrator | $68,102 |
Filed as: ALEXANDER ARONSON FINNING CPAS Service code 10 · EIN 04-2571780 | Accounting | $6,020 |
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 | $32,315 | $36,916-12.5% | $156,551-79.4% | $57,658-44.0% |
| Participation rate | 97.3% | 63.4%+33.9pp | 84.0%+13.3pp | 70.2%+27.1pp |
| Annual return | 7.28% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,309 | $1,571-16.7% | $5,501-76.2% | $1,974-33.7% |
| Participant deferral / active EE | $3,265 | $1,926+69.5% | $4,871-33.0% | $3,061+6.7% |
| Admin fee / account holder | $95 | $82+15.4% | $13,028-99.3% | $95+0.7% |