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: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,950 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 | Other Commissions | $10,911 |
Filed as: LINSCO/PRIVATE LEDFER CORP Service code 55 | Other Commissions | $9,039 |
Service code 99 6504 BRIDGE POINT PKWY, STE 450 · AUSTIN, TX 78730 | Other Fees | $6,663 |
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $0 |
Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,408 | $88,117+4.9% | $164,928-44.0% | $74,400+24.2% |
| Participation rate | 63.1% | 73.1%-10.0pp | 78.6%-15.6pp | 67.2%-4.2pp |
| Annual return | 16.62% | 17.27%-0.7pp | 70.08%-53.5pp | 1367.51%-1350.9pp |
| Employer contribution / active EE | $772 | $2,596-70.3% | $4,343-82.2% | $2,624-70.6% |
| Participant deferral / active EE | $4,467 | $4,501-0.8% | $6,034-26.0% | $4,348+2.7% |
| Admin fee / account holder | $306 | $2,230-86.3% | $12,684-97.6% | $1,944-84.2% |