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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,378 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 02-0275490 | Other Services | $3,545 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $55,319 | $48,261+14.6% | $68,612-19.4% | $55,725-0.7% |
| Participation rate | 86.8% | 71.0%+15.7pp | 72.2%+14.5pp | 70.9%+15.9pp |
| Annual return | -6.52% | -2.61%-3.9pp | -4.63%-1.9pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,328 | $1,742-23.8% | $2,625-49.4% | $2,078-36.1% |
| Participant deferral / active EE | $4,033 | $2,712+48.7% | $3,311+21.8% | $3,356+20.2% |
| Admin fee / account holder | $16 | $126-87.6% | $5,131-99.7% | $115-86.4% |