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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $76,133 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 30-1413443 | Accounting | $22,007 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $12,700 |
SMITH & DOWNEY4 years Service code 29 · EIN 52-1839270 | Legal | $5,918 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,883 | $84,045-72.8% | $77,361-70.4% | $69,255-67.0% |
| Participation rate | 79.7% | 71.8%+8.0pp | 75.0%+4.8pp | 69.0%+10.7pp |
| Annual return | 13.37% | 12.46%+0.9pp | 1011.54%-998.2pp | 26.73%-13.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $2,990-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $2,501 | $3,349-25.3% | $3,911-36.0% | $2,890-13.5% |
| Admin fee / account holder | $148 | $239-38.1% | $5,894-97.5% | $733-79.8% |